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Atria Wealth Solutions’s iShares Future Exponential Technologies ETF XT Stock Holding History

Atria Wealth Solutions’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,237
Closed -$253K – 2082
2024
Q1 		$253K Sell
4,237
-279
-6% -$16.4K ﹤0.01% 1671
2023
Q4 		$270K Sell
4,516
-4,556
-50% -$246K ﹤0.01% 1569
2023
Q3 		$474K Buy
9,072
+341
+4% +$18.8K 0.01% 1155
2023
Q2 		$485K Buy
8,731
+4,719
+118% +$249K 0.01% 1175
2023
Q1 		$211K Sell
4,012
-300
-7% -$15.4K ﹤0.01% 1642
2022
Q4 		$204K Sell
4,312
-448
-9% -$21.4K ﹤0.01% 1601
2022
Q3 		$212K Sell
4,760
-724
-13% -$36.1K ﹤0.01% 1520
2022
Q2 		$263K Buy
+5,484
New +$285K 0.01% 1282

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Bank of America
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Ameriprise
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Commonwealth Equity Services
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AFA
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UBS Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
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WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return