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Atria Wealth Solutions’s Interactive Brokers IBKR Stock Holding History

Atria Wealth Solutions’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,336
Closed -$304K – 1678
2025
Q1 		$304K Buy
7,336
+1,716
+31% +$85K ﹤0.01% 1456
2024
Q4 		$248K Buy
+5,620
New +$237K ﹤0.01% 1669
2023
Q2 		– Sell
-16,372
Closed -$338K – 1921
2023
Q1 		$338K Buy
+16,372
New +$333K 0.01% 1346

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GWM
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OAG
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ECU
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