Atria Wealth Solutions, Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,804 shares of GRID stock, worth $1.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,804

Previous 6,881 71.54%

Holding current value

$1.4 Million

Previous $875,000 60.91%

% of portfolio

0.02%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$119.34 - $127.78 $587,510 - $629,060	4,923 Added 71.54%	11,804 $1.41 Million
Q3 2024 Nov 08, 2024	BUY	$110.06 - $128.44 $476,119 - $555,631	4,326 Added 169.32%	6,881 $875,000
Q2 2024 Jul 22, 2024	BUY	$109.73 - $121.69 $280,360 - $310,917	2,555 New	2,555 $295,000
Q3 2023 Nov 08, 2023	BUY	$93.06 - $107.86 $48,112 - $55,763	517 Added 24.92%	2,592 $243,000
Q2 2023 Aug 03, 2023	SELL	$94.41 - $105.64 $130,946 - $146,522	-1,387 Reduced 40.06%	2,075 $218,000
Q1 2023 Aug 22, 2023	BUY	$87.19 - $97.66 $246,922 - $276,573	2,832 Added 136.48%	4,907 $479,000
Q1 2023 Jun 14, 2023	SELL	$87.19 - $97.66 $125,989 - $141,118	-1,445 Reduced 29.45%	3,462 $338,000
Q1 2023 May 10, 2023	BUY	$87.19 - $97.66 $125,989 - $141,118	1,445 Added 41.74%	4,907 $479,000
Q4 2022 Aug 30, 2023	BUY	$73.72 - $93.58 $102,249 - $129,795	1,387 Added 66.84%	3,462 $302,000
Q4 2022 Feb 13, 2023	SELL	$73.72 - $93.58 $22,337 - $28,354	-303 Reduced 8.05%	3,462 $302,000
Q3 2022 Feb 13, 2023	SELL	$75.24 - $92.07 $252,053 - $308,434	-3,350 Reduced 47.08%	3,765 $292,000
Q3 2022 Nov 14, 2022	BUY	$75.24 - $92.07 $194,645 - $238,185	2,587 Added 57.13%	7,115 $545,000
Q2 2022 Aug 15, 2022	SELL	$76.95 - $95.23 $634,144 - $784,790	-8,241 Reduced 64.54%	4,528 $351,000
Q1 2022 May 16, 2022	BUY	$83.69 - $103.52 $1.07 Million - $1.32 Million	12,769 New	12,769 $1.2 Million

Others Institutions Holding GRID

# of Institutions

303

Shares Held

10.5M

Call Options Held

Put Options Held

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About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
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Atria Wealth Solutions, Inc. First Tr Nasdaq Clean Edge Sma Transaction History