Atria Wealth Solutions’s Mueller Industries MLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,804	Closed	-$335K	–	1736
2025 Q1	$335K	Buy	+8,804	New	+$352K	﹤0.01%	1405
2024 Q4	–	Sell	-8,400	Closed	-$311K	–	2053
2024 Q3	$311K	Sell	8,400 -1,400	-14%	-$46.9K	﹤0.01%	1488
2024 Q2	$279K	Sell	9,800 -2,752	-22%	-$77.1K	﹤0.01%	1553
2024 Q1	$340K	Sell	12,552 -1,416	-10%	-$35K	﹤0.01%	1475
2023 Q4	$329K	Sell	13,968 -108	-0.8%	-$2.18K	﹤0.01%	1430
2023 Q3	$264K	Buy	14,076 +472	+3%	+$9.34K	﹤0.01%	1493
2023 Q2	$297K	Sell	13,604 -2,560	-16%	-$48.7K	﹤0.01%	1449
2023 Q1	$297K	Sell	16,164 -1,436	-8%	-$25.1K	﹤0.01%	1426
2022 Q4	$260K	Sell	17,600 -1,200	-6%	-$19.1K	﹤0.01%	1441
2022 Q3	$279K	Sell	18,800 -9,200	-33%	-$143K	﹤0.01%	1344
2022 Q2	$373K	Hold	28,000	–	–	0.01%	1108
2022 Q1	$381K	Buy	+28,000	New	+$396K	0.01%	1201

Other funds holding MLI

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Dimensional Fund Advisors

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Allspring Global Investments

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

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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