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Atria Wealth Solutions’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Atria Wealth Solutions’s Portfolio XTL Stock Details XTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,550
Closed -$207K – 2001
2023
Q1 		$207K Buy
+2,550
New +$211K ﹤0.01% 1659

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LPL Financial
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FMTCOCP
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IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
RJA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return