Atria Wealth Solutions’s Xtrackers MSCI Eurozone Hedged Equity ETF DBEZ Stock Holding History

Atria Wealth Solutions’s Portfolio DBEZ Stock Details DBEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,534	Closed	-$298K	–	1952
2024 Q2	$298K	Sell	6,534 -2,506	-28%	-$116K	﹤0.01%	1507
2024 Q1	$417K	Sell	9,040 -3,141	-26%	-$136K	﹤0.01%	1349
2023 Q4	$511K	Buy	12,181 +1,992	+20%	+$78.7K	0.01%	1194
2023 Q3	$392K	Sell	10,189 -19,028	-65%	-$755K	0.01%	1251
2023 Q2	$1.18M	Buy	29,217 +18,661	+177%	+$753K	0.02%	773
2023 Q1	$419K	Buy	+10,556	New	+$410K	0.01%	1237

Other funds holding DBEZ

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EWM

Elevatus Welath Management Victor, New York $191M AUM 49.76% 1-Year Est. Return

Atria Wealth Solutions's DBEZ Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) in Q3 2024, closing a stake of 6,534 shares — an estimated $298K sold.

Atria Wealth Solutions first reported a position in DBEZ in Q1 2023 and held it in 6 quarters. The position peaked at $1.18M in Q2 2023. 13 funds tracked by Wall St. Rank hold DBEZ as of Q3 2024.

Atria Wealth Solutions reported no remaining Xtrackers MSCI Eurozone Hedged Equity ETF position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 6,534 Xtrackers MSCI Eurozone Hedged Equity ETF shares in Q3 2024, an estimated $298K.
Atria Wealth Solutions first reported a position in Xtrackers MSCI Eurozone Hedged Equity ETF in Q1 2023 and held it in 6 quarters.
Atria Wealth Solutions's Xtrackers MSCI Eurozone Hedged Equity ETF position peaked at $1.18M in Q2 2023.
13 funds tracked by Wall St. Rank held Xtrackers MSCI Eurozone Hedged Equity ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.