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Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Atria Wealth Solutions’s Portfolio MART Stock Details MART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$711K Sell
19,793
-1,139
-5% -$38.7K 0.02% 773
2025
Q1 		$701K Buy
20,932
+9,384
+81% +$320K 0.01% 1032
2024
Q4 		$389K Sell
11,548
-12,433
-52% -$416K ﹤0.01% 1402
2024
Q3 		$789K Sell
23,981
-1,455
-6% -$46.5K 0.01% 1017
2024
Q2 		$804K Buy
25,436
+2,998
+13% +$91.8K 0.01% 999
2024
Q1 		$685K Buy
+22,438
New +$668K 0.01% 1096

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NF
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HI
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KAS
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CF
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