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Atria Wealth Solutions’s Global X Defense Tech ETF SHLD Stock Holding History

Atria Wealth Solutions’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,616
Closed -$432K – 2081
2024
Q3 		$432K Buy
+11,616
New +$413K ﹤0.01% 1309

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Jane Street
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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Global X Defense Tech ETF (SHLD) in Q4 2024, closing a stake of 11,616 shares — an estimated $432K sold.

Atria Wealth Solutions first reported a position in SHLD in Q3 2024 and held it in 1 quarter. The position peaked at $432K in Q3 2024. 110 funds tracked by Wall St. Rank hold SHLD as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Global X Defense Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,616 Global X Defense Tech ETF shares in Q4 2024, an estimated $432K.
  • Atria Wealth Solutions first reported a position in Global X Defense Tech ETF in Q3 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Global X Defense Tech ETF position peaked at $432K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q4 2024.

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