AWS
GENZ

Atria Wealth Solutions’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Atria Wealth Solutions’s Portfolio GENZ Stock Details GENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,477
Closed -$245K – 1874
2023
Q2 		$245K Buy
+5,477
New +$246K ﹤0.01% 1565

Other funds holding GENZ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Wealth Solutions's GENZ Position: Q3 2023 in Review

Atria Wealth Solutions sold out of VanEck Digital Native Economy ETF (GENZ) in Q3 2023, closing a stake of 5,477 shares — an estimated $245K sold.

Atria Wealth Solutions first reported a position in GENZ in Q2 2023 and held it in 1 quarter. The position peaked at $245K in Q2 2023. 36 funds tracked by Wall St. Rank hold GENZ as of Q3 2023.

  • Atria Wealth Solutions reported no remaining VanEck Digital Native Economy ETF position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,477 VanEck Digital Native Economy ETF shares in Q3 2023, an estimated $245K.
  • Atria Wealth Solutions first reported a position in VanEck Digital Native Economy ETF in Q2 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's VanEck Digital Native Economy ETF position peaked at $245K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.