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Atria Wealth Solutions’s VanEck Pharmaceutical ETF PPH Stock Holding History

Atria Wealth Solutions’s Portfolio PPH Stock Details PPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$241K Hold
2,739
– – 0.01% 1275
2025
Q1 		$250K Sell
2,739
-785
-22% -$70.7K ﹤0.01% 1590
2024
Q4 		$304K Sell
3,524
-416
-11% -$37.6K ﹤0.01% 1540
2024
Q3 		$374K Sell
3,940
-7,072
-64% -$672K ﹤0.01% 1386
2024
Q2 		$1.01M Sell
11,012
-6,351
-37% -$567K 0.01% 899
2024
Q1 		$1.57M Buy
17,363
+13,642
+367% +$1.19M 0.02% 714
2023
Q4 		$303K Sell
3,721
-10,667
-74% -$836K ﹤0.01% 1490
2023
Q3 		$1.15M Buy
14,388
+11,088
+336% +$894K 0.02% 756
2023
Q2 		$260K Sell
3,300
-14,625
-82% -$1.14M ﹤0.01% 1524
2023
Q1 		$1.39M Buy
+17,925
New +$1.38M 0.02% 682

Other funds holding PPH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return