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Atria Wealth Solutions’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Atria Wealth Solutions’s Portfolio MYI Stock Details MYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$338K Hold
32,013
– – 0.01% 1100
2025
Q1 		$354K Hold
32,013
– – ﹤0.01% 1382
2024
Q4 		$353K Hold
32,013
– – ﹤0.01% 1449
2024
Q3 		$386K Sell
32,013
-900
-3% -$10.4K ﹤0.01% 1372
2024
Q2 		$370K Sell
32,913
-1,137
-3% -$12.6K ﹤0.01% 1382
2024
Q1 		$392K Hold
34,050
– – ﹤0.01% 1379
2023
Q4 		$396K Sell
34,050
-1,579
-4% -$16.4K 0.01% 1329
2023
Q3 		$342K Buy
35,629
+1,625
+5% +$17.1K ﹤0.01% 1332
2023
Q2 		$373K Sell
34,004
-472
-1% -$5.17K 0.01% 1311
2023
Q1 		$392K Buy
34,476
+929
+3% +$10.4K 0.01% 1275
2022
Q4 		$376K Buy
33,547
+19,647
+141% +$209K 0.01% 1233
2022
Q3 		$146K Buy
+13,900
New +$162K ﹤0.01% 1596

Other funds holding MYI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return