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Atria Wealth Solutions’s VanEck Intermediate Muni ETF ITM Stock Holding History

Atria Wealth Solutions’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,550
Closed -$253K – 1697
2025
Q1 		$253K Buy
5,550
+987
+22% +$45.4K ﹤0.01% 1581
2024
Q4 		$210K Buy
4,563
+296
+7% +$13.7K ﹤0.01% 1802
2024
Q3 		$200K Sell
4,267
-6,095
-59% -$283K ﹤0.01% 1795
2024
Q2 		$475K Buy
10,362
+123
+1% +$5.64K 0.01% 1262
2024
Q1 		$476K Buy
10,239
+4,838
+90% +$225K 0.01% 1293
2023
Q4 		$254K Buy
+5,401
New +$243K ﹤0.01% 1621
2023
Q2 		– Sell
-5,095
Closed -$237K – 1933
2023
Q1 		$237K Buy
5,095
+352
+7% +$16.2K ﹤0.01% 1569
2022
Q4 		$216K Buy
+4,743
New +$212K ﹤0.01% 1566

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LPL Financial
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Envestnet Asset Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return