Atria Wealth Solutions, Inc. SPY Holdings History
Atria Wealth Solutions, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Atria Wealth Solutions, Inc. held 212,355.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $118.97 Mil. This investment constitutes 1.43% of their stock portfolio, and Atria Wealth Solutions, Inc. now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q1. And since then Atria Wealth Solutions, Inc. has made 8 purchases of SPY, at an average price of $443.17, for a total of 352,752.00 shares. In addition, there have been 4 sales at an average price of $498.63 for 140,397.00 shares. Based on historical transaction data and SPY's current price of $630.62, Atria Wealth Solutions, Inc.'s estimated gain on his SPY holdings is $47.59 Mil, reflecting a 30.44% gain to date.
Atria Wealth Solutions, Inc. SPY ($630.62) Holding Chart
Atria Wealth Solutions, Inc. SPY ($630.62) 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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