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Atria Wealth Solutions’s Tiptree Inc TIPT Stock Holding History

Atria Wealth Solutions’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,780
Closed -$428K – 1890
2025
Q1 		$428K Sell
17,780
-900
-5% -$19.1K 0.01% 1273
2024
Q4 		$390K Buy
18,680
+1,000
+6% +$20.9K ﹤0.01% 1400
2024
Q3 		$346K Buy
17,680
+300
+2% +$5.57K ﹤0.01% 1431
2024
Q2 		$287K Sell
17,380
-2,000
-10% -$33.4K ﹤0.01% 1535
2024
Q1 		$335K Hold
19,380
– – ﹤0.01% 1487
2023
Q4 		$367K Buy
+19,380
New +$335K ﹤0.01% 1361

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BICM
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KCM
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RA
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HA
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TG
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