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Atria Wealth Solutions’s Harbor International Compounders ETF OSEA Stock Holding History

Atria Wealth Solutions’s Portfolio OSEA Stock Details OSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,035
Closed -$208K – 2028
2024
Q4 		$208K Buy
+8,035
New +$220K ﹤0.01% 1812

Other funds holding OSEA

DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $270M AUM 19.34% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Atria Wealth Solutions's OSEA Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Harbor International Compounders ETF (OSEA) in Q1 2025, closing a stake of 8,035 shares — an estimated $208K sold.

Atria Wealth Solutions first reported a position in OSEA in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 62 funds tracked by Wall St. Rank hold OSEA as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Harbor International Compounders ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,035 Harbor International Compounders ETF shares in Q1 2025, an estimated $208K.
  • Atria Wealth Solutions first reported a position in Harbor International Compounders ETF in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Harbor International Compounders ETF position peaked at $208K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.