AWS
XP icon

Atria Wealth Solutions’s XP XP Stock Holding History

Atria Wealth Solutions’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$138K – 1926
2025
Q1 		$138K Buy
+10,000
New +$138K ﹤0.01% 1763
2024
Q4 		– Sell
-10,000
Closed -$179K – 2074
2024
Q3 		$179K Buy
+10,000
New +$179K ﹤0.01% 1791