AWS
NIE

Atria Wealth Solutions’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Atria Wealth Solutions’s Portfolio NIE Stock Details NIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$437K Buy
18,262
+8,745
+92% +$196K 0.01% 977
2025
Q1 		$211K Sell
9,517
-233
-2% -$5.57K ﹤0.01% 1691
2024
Q4 		$240K Hold
9,750
– – ﹤0.01% 1693
2024
Q3 		$224K Hold
9,750
– – ﹤0.01% 1706
2024
Q2 		$227K Sell
9,750
-1,100
-10% -$24.6K ﹤0.01% 1680
2024
Q1 		$243K Sell
10,850
-5,368
-33% -$116K ﹤0.01% 1700
2023
Q4 		$339K Sell
16,218
-963
-6% -$19.5K ﹤0.01% 1417
2023
Q3 		$342K Buy
17,181
+688
+4% +$14.4K ﹤0.01% 1331
2023
Q2 		$349K Buy
16,493
+1,261
+8% +$25.3K ﹤0.01% 1349
2023
Q1 		$299K Sell
15,232
-3,778
-20% -$74K ﹤0.01% 1416
2022
Q4 		$384K Buy
+19,010
New +$394K 0.01% 1220

Other funds holding NIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return