Atria Wealth Solutions’s Trade Desk TTD Stock Holding History

Atria Wealth Solutions’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$578K	Sell	8,014 -13,026	-62%	-$832K	0.01%	848
2025 Q1	$1.15M	Sell	21,040 -5,694	-21%	-$515K	0.01%	827
2024 Q4	$3.14M	Buy	26,734 +243	+0.9%	+$30.1K	0.03%	492
2024 Q3	$2.9M	Buy	26,491 +228	+0.9%	+$22.7K	0.03%	504
2024 Q2	$2.57M	Sell	26,263 -198	-0.7%	-$17.9K	0.03%	551
2024 Q1	$2.31M	Sell	26,461 -794	-3%	-$60.2K	0.03%	584
2023 Q4	$1.96M	Buy	27,255 +667	+3%	+$49K	0.02%	611
2023 Q3	$2.08M	Buy	26,588 +1,356	+5%	+$110K	0.03%	549
2023 Q2	$1.95M	Buy	25,232 +4,626	+22%	+$313K	0.03%	578
2023 Q1	$1.26M	Buy	20,606 +4,122	+25%	+$219K	0.02%	716
2022 Q4	$739K	Sell	16,484 -14,861	-47%	-$753K	0.01%	894
2022 Q3	$1.87M	Sell	31,345 -6,861	-18%	-$390K	0.03%	509
2022 Q2	$1.6M	Sell	38,206 -5,381	-12%	-$295K	0.03%	515
2022 Q1	$3.02M	Buy	+43,587	New	+$3.15M	0.05%	370

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return