Atria Wealth Solutions, Inc. IEF Holdings History
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 $94.66, Atria Wealth Solutions, Inc.'s estimated gain on his IEF holdings is $-876,760.46, reflecting a -1.27% gain to date.
Atria Wealth Solutions, Inc. IEF ($94.66) Holding Chart
Atria Wealth Solutions, Inc. IEF ($94.66) 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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