AWS
TBIL

Atria Wealth Solutions’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Atria Wealth Solutions’s Portfolio TBIL Stock Details TBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.06M Buy
21,257
+8,696
+69% +$434K 0.02% 616
2025
Q1 		$628K Buy
12,561
+5,641
+82% +$282K 0.01% 1089
2024
Q4 		$345K Buy
+6,920
New +$346K ﹤0.01% 1460
2024
Q2 		– Sell
-4,071
Closed -$204K – 2059
2024
Q1 		$204K Sell
4,071
-1,390
-25% -$69.4K ﹤0.01% 1823
2023
Q4 		$272K Sell
5,461
-5,204
-49% -$260K ﹤0.01% 1564
2023
Q3 		$534K Buy
+10,665
New +$533K 0.01% 1100

Other funds holding TBIL

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OA
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Raymond James Financial
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return