Atria Wealth Solutions’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.95M	Buy	32,227 +1,887	+6%	+$166K	0.07%	323
2025 Q1	$2.79M	Sell	30,340 -910	-3%	-$77.8K	0.03%	516
2024 Q4	$2.65M	Sell	31,250 -483	-2%	-$39.8K	0.03%	545
2024 Q3	$2.51M	Sell	31,733 -178	-0.6%	-$14K	0.03%	551
2024 Q2	$2.39M	Sell	31,911 -592	-2%	-$44.9K	0.03%	573
2024 Q1	$2.54M	Buy	32,503 +271	+0.8%	+$20K	0.03%	558
2023 Q4	$2.24M	Sell	32,232 -504	-2%	-$33.5K	0.03%	568
2023 Q3	$2.07M	Buy	32,736 +295	+0.9%	+$18.4K	0.03%	550
2023 Q2	$1.93M	Sell	32,441 -572	-2%	-$33.1K	0.03%	581
2023 Q1	$1.92M	Buy	33,013 +32	+0.1%	+$1.9K	0.03%	553
2022 Q4	$1.92M	Buy	32,981 +3,482	+12%	+$194K	0.03%	531
2022 Q3	$1.47M	Buy	29,499 +2,098	+8%	+$118K	0.03%	593
2022 Q2	$1.62M	Buy	27,401 +2,061	+8%	+$130K	0.03%	507
2022 Q1	$1.64M	Buy	+25,340	New	+$1.55M	0.03%	545

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return