Atria Wealth Solutions, Inc. J P Morgan Exchg Traded Fd Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 3,555 shares of BBUS stock, worth $432,288. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,555

Previous 3,427 3.74%

Holding current value

$432,288

Previous $345,000 15.07%

% of portfolio

0.01%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$89.63 - $111.92 $11,472 - $14,325	128 Added 3.74%	3,555 $397,000
Q1 2025 May 09, 2025	SELL	$99.5 - $110.97 $241,287 - $269,102	-2,425 Reduced 41.44%	3,427 $345,000
Q4 2024 Jan 31, 2025	BUY	$102.46 - $110.17 $248,977 - $267,713	2,430 Added 71.01%	5,852 $619,000
Q3 2024 Nov 08, 2024	BUY	$93.22 - $103.58 $29,271 - $32,524	314 Added 10.1%	3,422 $354,000
Q2 2024 Jul 22, 2024	BUY	$89.42 - $98.82 $178 - $197	2 Added 0.06%	3,108 $304,000

Q1 2024 May 13, 2024	BUY	$84.37 - $94.43 $168 - $188	2 Added 0.06%	3,106 $293,000
Q4 2023 Feb 02, 2024	BUY	$74.0 - $86.19 $296 - $344	4 Added 0.13%	3,104 $266,000
Q3 2023 Nov 08, 2023	BUY	$76.76 - $82.55 $153 - $165	2 Added 0.06%	3,100 $238,000
Q2 2023 Aug 03, 2023	BUY	$72.57 - $79.71 $362 - $398	5 Added 0.16%	3,098 $246,000
Q1 2023 Aug 22, 2023	SELL	$68.0 - $74.94 $204 - $224	-3 Reduced 0.1%	3,095 $227,000
Q1 2023 Jun 14, 2023	SELL	$68.0 - $74.94 $136 - $149	-2 Reduced 0.06%	3,093 $227,000
Q1 2023 May 10, 2023	BUY	$68.0 - $74.94 $136 - $149	2 Added 0.06%	3,095 $227,000
Q4 2022 Aug 30, 2023	SELL	$64.12 - $73.24 $320 - $366	-5 Reduced 0.16%	3,093 $211,000
Q4 2022 Feb 13, 2023	BUY	$64.12 - $73.24 $198,323 - $226,531	3,093 New	3,093 $211,000
Q2 2022 Aug 15, 2022	BUY	$65.83 - $82.81 $22,184 - $27,906	337 Added 10.93%	3,420 $232,000
Q1 2022 May 16, 2022	BUY	$75.13 - $86.85 $231,625 - $267,758	3,083 New	3,083 $252,000

Others Institutions Holding BBUS

# of Institutions

197

Shares Held

27.4M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD

Ticker BBUS
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Atria Wealth Solutions, Inc. J P Morgan Exchg Traded Fd Transaction History