Atria Wealth Solutions, Inc. Ishares Morningstar Value ETF Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 2025
A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 14,036 shares of ILCV stock, worth $1.29 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,036
Previous 13,075
7.35%
Holding current value
$1.29 Million
Previous $1.06 Million
9.96%
% of portfolio
0.03%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding ILCV
# of Institutions
190Shares Held
9.48MCall Options Held
117KPut Options Held
0-
Bank Of America Corp Charlotte, NC826KShares$76 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY729KShares$67 Million0.51% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA663KShares$61 Million2.65% of portfolio
-
Matrix Trust CO661KShares$60.8 Million9.32% of portfolio
-
Ubs Group Ag536KShares$49.3 Million0.01% of portfolio