AWS
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Atria Wealth Solutions’s Fidelity National Information Services FIS Stock Holding History

Atria Wealth Solutions’s Portfolio FIS Stock Details FIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$353K Sell
4,341
-2,731
-39% -$212K 0.01% 1079
2025
Q1 		$528K Sell
7,072
-856
-11% -$64.4K 0.01% 1172
2024
Q4 		$640K Buy
7,928
+1,022
+15% +$88K 0.01% 1132
2024
Q3 		$578K Buy
6,906
+214
+3% +$16.9K 0.01% 1170
2024
Q2 		$504K Buy
6,692
+512
+8% +$37.9K 0.01% 1234
2024
Q1 		$458K Buy
+6,180
New +$402K 0.01% 1309
2023
Q2 		– Sell
-3,792
Closed -$206K – 1910
2023
Q1 		$206K Buy
3,792
+24
+0.6% +$1.56K ﹤0.01% 1663
2022
Q4 		$256K Sell
3,768
-715
-16% -$50.8K ﹤0.01% 1453
2022
Q3 		$339K Sell
4,483
-372
-8% -$34.6K 0.01% 1229
2022
Q2 		$445K Buy
4,855
+1,350
+39% +$134K 0.01% 1031
2022
Q1 		$352K Buy
+3,505
New +$367K 0.01% 1244

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