Number of Shares
704,165.00
Current Holdings Value*
$16.51 Mil
% of Portfolio
0.21%
Total Estimate Gain
$-367,734.97
% of Total Estimate Gain
-0.74%

Atria Investments, Inc's Inspire Corporate Bond ETF Holding Summary

As of 2024-12-31, Atria Investments, Inc held 704,165.00 shares of Inspire Corporate Bond ETF(IBD), totaling $16.51 Mil. This investment constitutes 0.21% of their stock portfolio, and Atria Investments, Inc now holds 4.89% of the outstanding Inspire Corporate Bond ETF(IBD) stock.

The initial trade took place in 2022Q3. And since then Atria Investments, Inc has made 3 purchases of IBD, at an average price of $23.58, for a total of 2.10 Mil shares. In addition, there have been 2 sales at an average price of $23.21 for 1.39 Mil shares. Based on historical transaction data and IBD's current price of $23.79, Atria Investments, Inc's estimated gain on his IBD holdings is $-367,734.97, reflecting a -0.74% gain to date.

Atria Investments, Inc IBD ($23.79) Holding Chart

Atria Investments, Inc IBD ($23.79) 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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