AWS
EOD

Atria Wealth Solutions’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

Atria Wealth Solutions’s Portfolio EOD Stock Details EOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,370
Closed -$80.3K – 1970
2024
Q1 		$80.3K Buy
+16,370
New +$73.4K ﹤0.01% 1901

Other funds holding EOD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Atria Wealth Solutions's EOD Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q2 2024, closing a stake of 16,370 shares — an estimated $80.3K sold.

Atria Wealth Solutions first reported a position in EOD in Q1 2024 and held it in 1 quarter. The position peaked at $80.3K in Q1 2024. 56 funds tracked by Wall St. Rank hold EOD as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Allspring Global Dividend Opportunity Fund position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,370 Allspring Global Dividend Opportunity Fund shares in Q2 2024, an estimated $80.3K.
  • Atria Wealth Solutions first reported a position in Allspring Global Dividend Opportunity Fund in Q1 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Allspring Global Dividend Opportunity Fund position peaked at $80.3K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.