AWS
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Atria Wealth Solutions’s Flex FLEX Stock Holding History

Atria Wealth Solutions’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$650K Buy
+12,787
New +$498K 0.01% 811
2025
Q1 		– Sell
-20,771
Closed -$797K – 1934
2024
Q4 		$797K Sell
20,771
-1,086
-5% -$40.2K 0.01% 1024
2024
Q3 		$731K Buy
21,857
+6,220
+40% +$191K 0.01% 1049
2024
Q2 		$461K Buy
15,637
+7,901
+102% +$237K 0.01% 1285
2024
Q1 		$221K Sell
7,736
-32,738
-81% -$859K ﹤0.01% 1760
2023
Q4 		$929K Buy
+40,474
New +$810K 0.01% 894
2023
Q3 		– Sell
-9,621
Closed -$200K – 1902
2023
Q2 		$200K Buy
+9,621
New +$172K ﹤0.01% 1704

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return