Number of Shares
656,105.00
Current Holdings Value*
$16.76 Mil
% of Portfolio
0.21%
Total Estimate Gain
$-1,675.80
% of Total Estimate Gain
-0.01%

Atria Investments, Inc's VanEck IG Floating Rate ETF Holding Summary

As of 2025-03-31, Atria Investments, Inc held 656,105.00 shares of VanEck IG Floating Rate ETF(FLTR), totaling $16.76 Mil. This investment constitutes 0.21% of their stock portfolio, and Atria Investments, Inc now holds 0.7% of the outstanding VanEck IG Floating Rate ETF(FLTR) stock.

The initial trade took place in 2024Q2. And since then Atria Investments, Inc has made 2 purchases of FLTR, at an average price of $25.49, for a total of 969,289.00 shares. In addition, there have been 2 sales at an average price of $25.45 for 313,184.00 shares. Based on historical transaction data and FLTR's current price of $25.50, Atria Investments, Inc's estimated gain on his FLTR holdings is $-1,675.80, reflecting a -0.01% gain to date.

Atria Investments, Inc FLTR ($25.50) Holding Chart

Atria Investments, Inc FLTR ($25.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1