Atria Wealth Solutions’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$568K	Sell	1,269 -11	-0.9%	-$4.82K	0.01%	858
2025 Q1	$582K	Buy	+1,280	New	+$583K	0.01%	1132
2024 Q3	–	Sell	-544	Closed	-$222K	–	1967
2024 Q2	$222K	Sell	544 -167	-23%	-$71K	﹤0.01%	1699
2024 Q1	$323K	Sell	711 -55	-7%	-$25.6K	﹤0.01%	1512
2023 Q4	$365K	Sell	766 -45	-6%	-$20.3K	﹤0.01%	1366
2023 Q3	$354K	Sell	811 -128	-14%	-$54.5K	0.01%	1306
2023 Q2	$376K	Buy	+939	New	+$379K	0.01%	1306

Other funds holding FDS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return