AWS
SWAV

Atria Wealth Solutions’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Atria Wealth Solutions’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,775
Closed -$578K – 2097
2024
Q1 		$578K Hold
1,775
– – 0.01% 1194
2023
Q4 		$338K Sell
1,775
-200
-10% -$37.8K ﹤0.01% 1418
2023
Q3 		$393K Sell
1,975
-175
-8% -$41.4K 0.01% 1250
2023
Q2 		$614K Sell
2,150
-162
-7% -$45K 0.01% 1059
2023
Q1 		$501K Sell
2,312
-438
-16% -$85.3K 0.01% 1137
2022
Q4 		$565K Sell
2,750
-500
-15% -$126K 0.01% 1011
2022
Q3 		$904K Buy
+3,250
New +$826K 0.02% 751
2022
Q2 		– Sell
-3,583
Closed -$743K – 1923
2022
Q1 		$743K Buy
+3,583
New +$591K 0.01% 858

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return