Atria Wealth Solutions’s iShares International Equity Factor ETF INTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,255	Closed	-$271K	–	1977
2024 Q2	$271K	Sell	9,255 -1,915	-17%	-$56.8K	﹤0.01%	1571
2024 Q1	$333K	Buy	+11,170	New	+$319K	﹤0.01%	1492
2023 Q2	–	Sell	-8,100	Closed	-$215K	–	1929
2023 Q1	$215K	Sell	8,100 -45	-0.6%	-$1.17K	﹤0.01%	1632
2022 Q4	$200K	Buy	+8,145	New	+$191K	﹤0.01%	1614

Other funds holding INTF

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.06B AUM 19% 1-Year Est. Return

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return