Number of Shares
540,702.00
Current Holdings Value*
$102.87 Mil
% of Portfolio
1.24%
Total Estimate Gain
$51.03 Mil
% of Total Estimate Gain
38.20%

Atria Wealth Solutions, Inc.'s Amazon.com Inc Holding Summary

As of 2025-03-31, Atria Wealth Solutions, Inc. held 540,702.00 shares of Amazon.com Inc(AMZN), totaling $102.87 Mil. This investment constitutes 1.24% of their stock portfolio, and Atria Wealth Solutions, Inc. now holds 0.01% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2022Q1. And since then Atria Wealth Solutions, Inc. has made 5 purchases of AMZN, at an average price of $144.48, for a total of 924,461.00 shares. In addition, there have been 7 sales at an average price of $157.83 for 383,759.00 shares. Based on historical transaction data and AMZN's current price of $229.37, Atria Wealth Solutions, Inc.'s estimated gain on his AMZN holdings is $51.03 Mil, reflecting a 38.20% gain to date.

Atria Wealth Solutions, Inc. AMZN ($229.37) Holding Chart

Atria Wealth Solutions, Inc. AMZN ($229.37) 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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