Atria Wealth Solutions, Inc. ETF Ser Solutions Clearshares Transaction History
Atria Wealth Solutions, Inc.
- $8.79 Billion
- Q2 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in ETF Ser Solutions Clearshares stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 24,808 shares of OCIO stock, worth $831,068. This represents 0.01% of its overall portfolio holdings.
Number of Shares
24,808
Previous 25,054
0.98%
Holding current value
$831,068
Previous $801,000
1.75%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding OCIO
# of Institutions
8Shares Held
321KCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc186KShares$6.24 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO36.1KShares$1.21 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA34.6KShares$1.16 Million0.0% of portfolio
-
Janney Montgomery Scott LLC34.3KShares$1.15 Million0.0% of portfolio
-
Colonial Trust CO / Sc Spartanburg, SC5.08KShares$170,0120.03% of portfolio