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Atria Wealth Solutions’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Atria Wealth Solutions’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.67M Sell
26,020
-49,190
-65% -$3.13M 0.04% 467
2025
Q1 		$5.14M Buy
75,210
+12,057
+19% +$828K 0.06% 329
2024
Q4 		$4.13M Sell
63,153
-8,088
-11% -$562K 0.05% 410
2024
Q3 		$5.19M Sell
71,241
-23,272
-25% -$1.67M 0.06% 337
2024
Q2 		$6.48M Buy
94,513
+17,934
+23% +$1.21M 0.07% 278
2024
Q1 		$5.34M Buy
76,579
+1,532
+2% +$104K 0.06% 319
2023
Q4 		$4.85M Sell
75,047
-10,463
-12% -$639K 0.06% 315
2023
Q3 		$5.18M Sell
85,510
-5,759
-6% -$362K 0.07% 283
2023
Q2 		$5.76M Sell
91,269
-29,835
-25% -$1.87M 0.08% 248
2023
Q1 		$7.44M Buy
121,104
+5,881
+5% +$365K 0.11% 182
2022
Q4 		$7.37M Buy
115,223
+24,330
+27% +$1.52M 0.12% 184
2022
Q3 		$5.24M Buy
90,893
+3,003
+3% +$185K 0.09% 225
2022
Q2 		$5.33M Buy
87,890
+8,748
+11% +$543K 0.11% 222
2022
Q1 		$5.2M Buy
+79,142
New +$5.04M 0.09% 243

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AM
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LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return