IF
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Intrua Financial’s ATI ATI Stock Holding History

Intrua Financial’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,693
Closed -$394K – 392
2024
Q1 		$394K Buy
7,693
+13
+0.2% +$588 0.06% 280
2023
Q4 		$349K Hold
7,680
– – 0.05% 289
2023
Q3 		$316K Hold
7,680
– – 0.05% 261
2023
Q2 		$340K Hold
7,680
– – 0.06% 255
2023
Q1 		$270K Hold
7,680
– – 0.06% 271
2022
Q4 		$264K Buy
+7,680
New +$225K 0.06% 272

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State Street
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Invesco
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Ameriprise
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FCM
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Capital World Investors
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return