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Atria Wealth Solutions’s iShares Mortgage Real Estate ETF REM Stock Holding History

Atria Wealth Solutions’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,205
Closed -$242K – 2074
2024
Q3 		$242K Buy
+10,205
New +$240K ﹤0.01% 1652
2022
Q3 		– Sell
-8,605
Closed -$230K – 1837
2022
Q2 		$230K Buy
+8,605
New +$255K ﹤0.01% 1365

Other funds holding REM

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Atria Wealth Solutions's REM Position: Q4 2024 in Review

Atria Wealth Solutions sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2024, closing a stake of 10,205 shares — an estimated $242K sold.

Atria Wealth Solutions first reported a position in REM in Q2 2022 and held it in 2 quarters. The position peaked at $242K in Q3 2024. 124 funds tracked by Wall St. Rank hold REM as of Q4 2024.

  • Atria Wealth Solutions reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,205 iShares Mortgage Real Estate ETF shares in Q4 2024, an estimated $242K.
  • Atria Wealth Solutions first reported a position in iShares Mortgage Real Estate ETF in Q2 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's iShares Mortgage Real Estate ETF position peaked at $242K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.