AWS
EDVA

Atria Wealth Solutions’s Endovia Health Sciences, Inc. EDVA Stock Holding History

Atria Wealth Solutions’s Portfolio EDVA Stock Details EDVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-188
Closed -$6.9K – 2036
2024
Q2 		$6.9K Sell
188
-34
-15% -$1.59K ﹤0.01% 1915
2024
Q1 		$16.3K Sell
222
-62
-22% -$4.94K ﹤0.01% 1947
2023
Q4 		$25.1K Buy
+284
New +$27K ﹤0.01% 1907

Other funds holding EDVA

CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $44.3M AUM 34.55% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Endovia Health Sciences, Inc. (EDVA) in Q3 2024, closing a stake of 188 shares — an estimated $6.9K sold.

Atria Wealth Solutions first reported a position in EDVA in Q4 2023 and held it in 3 quarters. The position peaked at $25.1K in Q4 2023. 30 funds tracked by Wall St. Rank hold EDVA as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Endovia Health Sciences, Inc. position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 188 Endovia Health Sciences, Inc. shares in Q3 2024, an estimated $6.9K.
  • Atria Wealth Solutions first reported a position in Endovia Health Sciences, Inc. in Q4 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's Endovia Health Sciences, Inc. position peaked at $25.1K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Endovia Health Sciences, Inc. as of Q3 2024.

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