Atria Wealth Solutions, Inc. Donoghue Forlines Tactical Hig Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$20.78 - $21.88 $21,237 - $22,361	1,022 Added 1.06%	97,774 $2.11 Million
Q2 2024 Jul 22, 2024	SELL	$20.73 - $21.09 $69,507 - $70,714	-3,353 Reduced 3.35%	96,752 $2.01 Million
Q1 2024 May 13, 2024	SELL	$20.82 - $21.17 $106,369 - $108,157	-5,109 Reduced 4.86%	100,105 $2.12 Million
Q4 2023 Feb 02, 2024	SELL	$19.82 - $21.16 $159,075 - $169,830	-8,026 Reduced 7.09%	105,214 $2.21 Million
Q3 2023 Nov 08, 2023	BUY	$20.08 - $20.92 $443,928 - $462,499	22,108 Added 24.26%	113,240 $2.28 Million
Q2 2023 Aug 03, 2023	SELL	$20.41 - $21.12 $336,948 - $348,670	-16,509 Reduced 15.34%	91,132 $1.88 Million
Q1 2023 Aug 22, 2023	BUY	$20.41 - $21.34 $206,426 - $215,832	10,114 Added 11.1%	101,246 $2.13 Million
Q1 2023 Jun 14, 2023	BUY	$20.41 - $21.34 $130,521 - $136,469	6,395 Added 6.32%	107,641 $2.27 Million
Q1 2023 May 10, 2023	SELL	$20.41 - $21.34 $130,521 - $136,469	-6,395 Reduced 5.94%	101,246 $2.13 Million
Q4 2022 Aug 30, 2023	BUY	$20.33 - $21.36 $335,627 - $352,632	16,509 Added 18.12%	107,641 $2.2 Million
Q4 2022 Feb 13, 2023	SELL	$20.33 - $21.36 $34,256 - $35,991	-1,685 Reduced 1.54%	107,641 $2.2 Million
Q3 2022 Nov 14, 2022	BUY	$20.71 - $22.47 $120,470 - $130,707	5,817 Added 5.62%	109,326 $2.28 Million
Q2 2022 Aug 15, 2022	SELL	$21.05 - $23.21 $88,052 - $97,087	-4,183 Reduced 3.88%	103,509 $2.23 Million
Q1 2022 May 16, 2022	BUY	$23.11 - $24.62 $2.49 Million - $2.65 Million	107,692 New	107,692 $2.51 Million

Others Institutions Holding DFHY

# of Institutions

12

Shares Held

1.65M

Call Options Held

0

Put Options Held

0

Mml Investors Services, LLC Springfield, MA

330K
Shares

$6.24 Million
0.03% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

178K
Shares

$3.37 Million
0.23% of portfolio
Jane Street Group, LLC New York, NY

40.3K
Shares

$762,243
0.0% of portfolio
American Portfolios Advisors Holbrook, NY

32.9K
Shares

$622,441
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

23.2K
Shares

$439,525
0.0% of portfolio

About DONOGHUE FORLINES TACTICAL HIG

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