Number of Shares
1.83 Mil
Current Holdings Value*
$92.90 Mil
% of Portfolio
1.12%
Total Estimate Gain
$17.47 Mil
% of Total Estimate Gain
16.94%

Atria Wealth Solutions, Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Atria Wealth Solutions, Inc. held 1.83 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $92.90 Mil. This investment constitutes 1.12% of their stock portfolio, and Atria Wealth Solutions, Inc. now holds 0.07% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2022Q1. And since then Atria Wealth Solutions, Inc. has made 8 purchases of VEA, at an average price of $47.40, for a total of 2.18 Mil shares. In addition, there have been 4 sales at an average price of $47.10 for 347,495.00 shares. Based on historical transaction data and VEA's current price of $57.01, Atria Wealth Solutions, Inc.'s estimated gain on his VEA holdings is $17.47 Mil, reflecting a 16.94% gain to date.

Atria Wealth Solutions, Inc. VEA ($57.01) Holding Chart

Atria Wealth Solutions, Inc. VEA ($57.01) 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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