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Atria Wealth Solutions’s Dragonfly Energy DFLI Stock Holding History

Atria Wealth Solutions’s Portfolio DFLI Stock Details DFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-194
Closed -$9.41K – 1962
2024
Q1 		$9.41K Sell
194
-198
-51% -$9.13K ﹤0.01% 1950
2023
Q4 		$19.1K Buy
392
+271
+224% +$20.6K ﹤0.01% 1913
2023
Q3 		$16.8K Sell
121
-33
-21% -$5.8K ﹤0.01% 1842
2023
Q2 		$20.5K Buy
+154
New +$45.9K ﹤0.01% 1844

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BPCM
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BlackRock
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Northern Trust
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Geode Capital Management
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return