AWS
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Atria Wealth Solutions’s Information Services Group III Stock Holding History

Atria Wealth Solutions’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,600
Closed -$59K – 1926
2023
Q1 		$59K Hold
11,600
– – ﹤0.01% 1796
2022
Q4 		$53.4K Buy
11,600
+400
+4% +$2.02K ﹤0.01% 1741
2022
Q3 		$53.3K Hold
11,200
– – ﹤0.01% 1693
2022
Q2 		$76K Buy
+11,200
New +$70.5K ﹤0.01% 1564

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