Number of Shares
117,078.00
Current Holdings Value*
$11.17 Mil
% of Portfolio
0.13%
Total Estimate Gain
$-836,953.94
% of Total Estimate Gain
-1.21%

Atria Wealth Solutions, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Atria Wealth Solutions, Inc. held 117,078.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $11.17 Mil. This investment constitutes 0.13% of their stock portfolio, and Atria Wealth Solutions, Inc. now holds 0.03% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2022Q1. And since then Atria Wealth Solutions, Inc. has made 7 purchases of IEF, at an average price of $95.82, for a total of 723,025.00 shares. In addition, there have been 5 sales at an average price of $94.60 for 605,947.00 shares. Based on historical transaction data and IEF's current price of $95.00, Atria Wealth Solutions, Inc.'s estimated gain on his IEF holdings is $-836,953.94, reflecting a -1.21% gain to date.

Atria Wealth Solutions, Inc. IEF ($95.00) Holding Chart

Atria Wealth Solutions, Inc. IEF ($95.00) 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 %

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