Number of Shares
185,727.00
Current Holdings Value*
$95.45 Mil
% of Portfolio
1.15%
Total Estimate Gain
$46.86 Mil
% of Total Estimate Gain
39.56%

Atria Wealth Solutions, Inc.'s Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Atria Wealth Solutions, Inc. held 185,727.00 shares of Vanguard S&P 500 ETF(VOO), totaling $95.45 Mil. This investment constitutes 1.15% of their stock portfolio, and Atria Wealth Solutions, Inc. now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q1. And since then Atria Wealth Solutions, Inc. has made 6 purchases of VOO, at an average price of $394.09, for a total of 300,519.00 shares. In addition, there have been 6 sales at an average price of $496.85 for 114,792.00 shares. Based on historical transaction data and VOO's current price of $582.86, Atria Wealth Solutions, Inc.'s estimated gain on his VOO holdings is $46.86 Mil, reflecting a 39.56% gain to date.

Atria Wealth Solutions, Inc. VOO ($582.86) Holding Chart

Atria Wealth Solutions, Inc. VOO ($582.86) 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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