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Atria Wealth Solutions’s iShares Core Dividend ETF DIVB Stock Holding History

Atria Wealth Solutions’s Portfolio DIVB Stock Details DIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,274
Closed -$596K – 1558
2025
Q1 		$596K Sell
12,274
-10,068
-45% -$493K 0.01% 1118
2024
Q4 		$1.06M Sell
22,342
-2,057
-8% -$101K 0.01% 904
2024
Q3 		$1.18M Buy
24,399
+3,316
+16% +$154K 0.01% 850
2024
Q2 		$933K Buy
21,083
+382
+2% +$16.7K 0.01% 924
2024
Q1 		$921K Buy
+20,701
New +$871K 0.01% 948

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P
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Bank of America
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SPIA
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FWM
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IWP
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SAW
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return