AWS
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Atria Wealth Solutions’s TCW Transform 500 ETF VOTE Stock Holding History

Atria Wealth Solutions’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,031
Closed -$787K – 1916
2025
Q1 		$787K Buy
12,031
+58
+0.5% +$4K 0.01% 977
2024
Q4 		$824K Sell
11,973
-3,123
-21% -$216K 0.01% 1009
2024
Q3 		$1.01M Buy
15,096
+4,705
+45% +$304K 0.01% 913
2024
Q2 		$661K Buy
10,391
+1,022
+11% +$62.6K 0.01% 1088
2024
Q1 		$574K Buy
9,369
+4,503
+93% +$262K 0.01% 1198
2023
Q4 		$271K Buy
+4,866
New +$253K ﹤0.01% 1568

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return