Atria Wealth Solutions’s Sunoco SUN Stock Holding History

Atria Wealth Solutions’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,462	Closed	-$259K	–	1878
2025 Q1	$259K	Sell	4,462 -515	-10%	-$29.1K	﹤0.01%	1564
2024 Q4	$256K	Buy	+4,977	New	+$263K	﹤0.01%	1651
2024 Q1	–	Sell	-9,707	Closed	-$582K	–	2062
2023 Q4	$582K	Sell	9,707 -13,246	-58%	-$705K	0.01%	1134
2023 Q3	$1.12M	Buy	22,953 +3,823	+20%	+$174K	0.02%	757
2023 Q2	$833K	Sell	19,130 -211	-1%	-$9.34K	0.01%	923
2023 Q1	$849K	Buy	19,341 +1,183	+7%	+$53.3K	0.01%	857
2022 Q4	$783K	Buy	18,158 +401	+2%	+$16.9K	0.01%	870
2022 Q3	$692K	Sell	17,757 -16,523	-48%	-$650K	0.01%	863
2022 Q2	$1.28M	Buy	34,280 +3,101	+10%	+$126K	0.03%	594
2022 Q1	$1.27M	Buy	+31,179	New	+$1.33M	0.02%	628

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return