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Atria Wealth Solutions’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Atria Wealth Solutions’s Portfolio FEZ Stock Details FEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$419K Buy
7,011
+2,302
+49% +$132K 0.01% 999
2025
Q1 		$256K Buy
+4,709
New +$252K ﹤0.01% 1572
2023
Q4 		– Sell
-6,399
Closed -$269K – 1964
2023
Q3 		$269K Buy
6,399
+2
+0% +$89 ﹤0.01% 1485
2023
Q2 		$294K Sell
6,397
-12,533
-66% -$571K ﹤0.01% 1459
2023
Q1 		$850K Buy
18,930
+4,422
+30% +$190K 0.01% 856
2022
Q4 		$561K Buy
14,508
+4,024
+38% +$147K 0.01% 1018
2022
Q3 		$322K Buy
10,484
+1,723
+20% +$59.4K 0.01% 1255
2022
Q2 		$305K Buy
8,761
+975
+13% +$37.2K 0.01% 1205
2022
Q1 		$320K Buy
+7,786
New +$338K 0.01% 1283

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return