AWS
UTEN icon

Atria Wealth Solutions’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Atria Wealth Solutions’s Portfolio UTEN Stock Details UTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,095
Closed -$443K – 1909
2025
Q1 		$443K Sell
10,095
-275
-3% -$11.8K 0.01% 1256
2024
Q4 		$442K Sell
10,370
-319
-3% -$13.9K ﹤0.01% 1337
2024
Q3 		$486K Sell
10,689
-107
-1% -$4.8K 0.01% 1263
2024
Q2 		$469K Buy
+10,796
New +$466K 0.01% 1271

Other funds holding UTEN

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $378M AUM 24.52% 1-Year Est. Return