Atria Wealth Solutions’s Manhattan Bridge Capital LOAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Buy	39,871 +14,513	+57%	+$75.5K	﹤0.01%	1342
2025 Q1	$150K	Sell	25,358 -2,527	-9%	-$14.2K	﹤0.01%	1760
2024 Q4	$159K	Buy	27,885 +3,324	+14%	+$18.2K	﹤0.01%	1864
2024 Q3	$137K	Sell	24,561 -47,848	-66%	-$252K	﹤0.01%	1834
2024 Q2	$372K	Buy	72,409 +322	+0.4%	+$1.65K	﹤0.01%	1378
2024 Q1	$365K	Sell	72,087 -34,465	-32%	-$166K	﹤0.01%	1418
2023 Q4	$537K	Sell	106,552 -4,631	-4%	-$21.6K	0.01%	1170
2023 Q3	$534K	Buy	111,183 +11,680	+12%	+$56.1K	0.01%	1101
2023 Q2	$502K	Buy	99,503 +8,761	+10%	+$43.5K	0.01%	1157
2023 Q1	$470K	Buy	90,742 +27,902	+44%	+$155K	0.01%	1179
2022 Q4	$343K	Buy	62,840 +43,442	+224%	+$241K	0.01%	1281
2022 Q3	$109K	Buy	19,398 +2,343	+14%	+$13K	﹤0.01%	1630
2022 Q2	$96K	Buy	17,055 +3,021	+22%	+$17K	﹤0.01%	1535
2022 Q1	$89K	Buy	+14,034	New	+$81.3K	﹤0.01%	1671

Other funds holding LOAN

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.04B AUM 18.4% 1-Year Est. Return