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Atria Wealth Solutions’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Atria Wealth Solutions’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,679
Closed -$187K – 1747
2025
Q1 		$187K Sell
16,679
-38,804
-70% -$442K ﹤0.01% 1733
2024
Q4 		$626K Sell
55,483
-170,005
-75% -$1.98M 0.01% 1147
2024
Q3 		$2.71M Buy
225,488
+207,118
+1,127% +$2.41M 0.03% 524
2024
Q2 		$211K Sell
18,370
-169
-0.9% -$1.85K ﹤0.01% 1738
2024
Q1 		$206K Buy
18,539
+631
+4% +$6.92K ﹤0.01% 1818
2023
Q4 		$197K Sell
17,908
-119
-0.7% -$1.22K ﹤0.01% 1785
2023
Q3 		$175K Sell
18,027
-3,002
-14% -$31.5K ﹤0.01% 1730
2023
Q2 		$231K Buy
+21,029
New +$230K ﹤0.01% 1607

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BI
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RCM
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Raymond James Financial
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BlackRock
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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return