Atria Wealth Solutions’s Eaton ETN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.97M	Sell	8,294 -5,641	-40%	-$1.74M	0.07%	317
2025 Q1	$3.79M	Sell	13,935 -1,184	-8%	-$369K	0.05%	418
2024 Q4	$5.02M	Buy	15,119 +2,955	+24%	+$1.04M	0.06%	349
2024 Q3	$4.03M	Sell	12,164 -955	-7%	-$292K	0.04%	403
2024 Q2	$4.11M	Sell	13,119 -2,317	-15%	-$748K	0.05%	385
2024 Q1	$4.84M	Buy	15,436 +2,336	+18%	+$639K	0.05%	350
2023 Q4	$3.15M	Buy	13,100 +275	+2%	+$60.7K	0.04%	451
2023 Q3	$2.74M	Sell	12,825 -1,244	-9%	-$268K	0.04%	467
2023 Q2	$2.83M	Sell	14,069 -270	-2%	-$47.5K	0.04%	461
2023 Q1	$2.46M	Sell	14,339 -1,430	-9%	-$238K	0.04%	474
2022 Q4	$2.47M	Buy	15,769 +80	+0.5%	+$12.3K	0.04%	441
2022 Q3	$2.09M	Sell	15,689 -609	-4%	-$85.2K	0.04%	466
2022 Q2	$2.05M	Buy	16,298 +2,590	+19%	+$362K	0.04%	438
2022 Q1	$2.08M	Buy	+13,708	New	+$2.15M	0.03%	471

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return