AWS
TSI

Atria Wealth Solutions’s TCW Strategic Income Fund TSI Stock Holding History

Atria Wealth Solutions’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,665
Closed -$61.6K – 1897
2025
Q1 		$61.6K Sell
12,665
-5,553
-30% -$27K ﹤0.01% 1818
2024
Q4 		$87.6K Buy
18,218
+67
+0.4% +$336 ﹤0.01% 1907
2024
Q3 		$93.1K Buy
18,151
+70
+0.4% +$349 ﹤0.01% 1860
2024
Q2 		$85.7K Buy
18,081
+71
+0.4% +$330 ﹤0.01% 1865
2024
Q1 		$87.7K Sell
18,010
-1,441
-7% -$6.77K ﹤0.01% 1899
2023
Q4 		$89.3K Sell
19,451
-1,444
-7% -$6.71K ﹤0.01% 1856
2023
Q3 		$95.7K Sell
20,895
-64
-0.3% -$298 ﹤0.01% 1784
2023
Q2 		$97K Buy
20,959
+65
+0.3% +$304 ﹤0.01% 1783
2023
Q1 		$99K Sell
20,894
-3,142
-13% -$15.4K ﹤0.01% 1759
2022
Q4 		$111K Sell
24,036
-1,102
-4% -$5.17K ﹤0.01% 1691
2022
Q3 		$119K Buy
+25,138
New +$124K ﹤0.01% 1619
2022
Q2 		– Sell
-14,738
Closed -$77K – 1890
2022
Q1 		$77K Buy
+14,738
New +$78.4K ﹤0.01% 1680

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1CP
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NCM
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SIA
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