AWS
GARP

Atria Wealth Solutions’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Atria Wealth Solutions’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,011
Closed -$214K – 2108
2024
Q3 		$214K Buy
+4,011
New +$207K ﹤0.01% 1745

Other funds holding GARP

LC
Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Wealth Solutions's GARP Position: Q4 2024 in Review

Atria Wealth Solutions sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q4 2024, closing a stake of 4,011 shares — an estimated $214K sold.

Atria Wealth Solutions first reported a position in GARP in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 45 funds tracked by Wall St. Rank hold GARP as of Q4 2024.

  • Atria Wealth Solutions reported no remaining iShares MSCI USA Quality GARP ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,011 iShares MSCI USA Quality GARP ETF shares in Q4 2024, an estimated $214K.
  • Atria Wealth Solutions first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's iShares MSCI USA Quality GARP ETF position peaked at $214K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.