AWS
TEI

Atria Wealth Solutions’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Atria Wealth Solutions’s Portfolio TEI Stock Details TEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,480
Closed -$48.3K – 2022
2023
Q3 		$48.3K Sell
10,480
-6,600
-39% -$33.1K ﹤0.01% 1816
2023
Q2 		$88K Sell
17,080
-3,500
-17% -$17.7K ﹤0.01% 1788
2023
Q1 		$104K Hold
20,580
– – ﹤0.01% 1754
2022
Q4 		$113K Sell
20,580
-1,000
-5% -$4.81K ﹤0.01% 1687
2022
Q3 		$95.6K Buy
21,580
+1,300
+6% +$6.62K ﹤0.01% 1643
2022
Q2 		$109K Hold
20,280
– – ﹤0.01% 1521
2022
Q1 		$139K Buy
+20,280
New +$140K ﹤0.01% 1638

Other funds holding TEI

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ECM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.66B AUM 17.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return