Atria Wealth Solutions, Inc. Spdr Bloomberg Investment Grad Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 73,835 shares of FLRN stock, worth $2.28 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

73,835

Previous 61,646 19.77%

Holding current value

$2.28 Million

Previous $1.9 Million 19.31%

% of portfolio

0.03%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$30.67 - $30.84 $373,836 - $375,908	12,189 Added 19.77%	73,835 $2.27 Million
Q3 2024 Nov 08, 2024	SELL	$30.55 - $30.85 $138,666 - $140,028	-4,539 Reduced 6.86%	61,646 $1.9 Million
Q2 2024 Jul 22, 2024	BUY	$30.69 - $30.88 $479,224 - $482,191	15,615 Added 30.88%	66,185 $2.04 Million
Q1 2024 May 13, 2024	BUY	$30.59 - $30.83 $108,992 - $109,847	3,563 Added 7.58%	50,570 $1.56 Million
Q4 2023 Feb 02, 2024	SELL	$30.49 - $30.71 $1.33 Million - $1.34 Million	-43,521 Reduced 48.07%	47,007 $1.44 Million
Q3 2023 Nov 08, 2023	SELL	$30.51 - $30.73 $1.66 Million - $1.67 Million	-54,342 Reduced 37.51%	90,528 $2.78 Million
Q2 2023 Aug 03, 2023	SELL	$30.33 - $30.69 $2.3 Million - $2.33 Million	-75,803 Reduced 34.35%	144,870 $4.45 Million
Q1 2023 Aug 22, 2023	BUY	$29.96 - $30.68 $2.45 Million - $2.51 Million	81,931 Added 56.55%	226,801 $6.9 Million
Q1 2023 Jun 14, 2023	SELL	$29.96 - $30.68 $183,594 - $188,007	-6,128 Reduced 2.7%	220,673 $6.72 Million
Q1 2023 May 10, 2023	BUY	$29.96 - $30.68 $183,594 - $188,007	6,128 Added 2.78%	226,801 $6.9 Million
Q4 2022 Aug 30, 2023	BUY	$30.19 - $30.41 $2.29 Million - $2.31 Million	75,803 Added 52.32%	220,673 $6.71 Million
Q4 2022 Feb 13, 2023	BUY	$30.19 - $30.41 $1.63 Million - $1.64 Million	53,959 Added 32.37%	220,673 $6.71 Million
Q3 2022 Feb 13, 2023	BUY	$30.11 - $30.44 $2.94 Million - $2.97 Million	97,485 Added 140.82%	166,714 $0
Q3 2022 Nov 14, 2022	BUY	$30.11 - $30.44 $620,025 - $626,820	20,592 Added 42.34%	69,229 $2.09 Million
Q2 2022 Aug 15, 2022	SELL	$30.11 - $30.51 $215,557 - $218,421	-7,159 Reduced 12.83%	48,637 $1.46 Million
Q1 2022 May 16, 2022	BUY	$30.36 - $30.62 $1.69 Million - $1.71 Million	55,796 New	55,796 $1.7 Million

Others Institutions Holding FLRN

# of Institutions

347

Shares Held

48.1M

Call Options Held

38.6K

Put Options Held

30.5K

View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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Atria Wealth Solutions, Inc. Spdr Bloomberg Investment Grad Transaction History