Atria Wealth Solutions’s iPath Series B Carbon Exchange-Traded Notes GRN Stock Holding History

Atria Wealth Solutions’s Portfolio GRN Stock Details GRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,922	Closed	-$216K	–	1910
2023 Q2	$216K	Sell	1,922 -59	-3%	-$2.04K	﹤0.01%	1648
2023 Q1	$232K	Buy	1,981 +68	+4%	+$2.37K	﹤0.01%	1581
2022 Q4	$201K	Buy	+1,913	New	+$59K	﹤0.01%	1612
2022 Q3	–	Sell	-2,041	Closed	-$226K	–	1797
2022 Q2	$226K	Buy	+2,041	New	+$66.9K	﹤0.01%	1377

Other funds holding GRN

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

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

Atria Wealth Solutions sold out of iPath Series B Carbon Exchange-Traded Notes (GRN) in Q3 2023, closing a stake of 1,922 shares — an estimated $216K sold.

Atria Wealth Solutions first reported a position in GRN in Q2 2022 and held it in 4 quarters. The position peaked at $232K in Q1 2023. 16 funds tracked by Wall St. Rank hold GRN as of Q3 2023.

Atria Wealth Solutions reported no remaining iPath Series B Carbon Exchange-Traded Notes position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 1,922 iPath Series B Carbon Exchange-Traded Notes shares in Q3 2023, an estimated $216K.
Atria Wealth Solutions first reported a position in iPath Series B Carbon Exchange-Traded Notes in Q2 2022 and held it in 4 quarters.
Atria Wealth Solutions's iPath Series B Carbon Exchange-Traded Notes position peaked at $232K in Q1 2023.
16 funds tracked by Wall St. Rank held iPath Series B Carbon Exchange-Traded Notes as of Q3 2023.

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