Atria Wealth Solutions, Inc. Flexshares Tr High Yield Value Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Flexshares Tr High Yield Value stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 16,109 shares of HYGV stock, worth $650,803. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,109

Previous 15,991 0.74%

Holding current value

$650,803

Previous $666,000 1.65%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$40.53 - $41.51 $4,782 - $4,898	118 Added 0.74%	16,109 $655,000
Q3 2024 Nov 08, 2024	SELL	$40.11 - $41.67 $7,661 - $7,958	-191 Reduced 1.18%	15,991 $666,000
Q2 2024 Jul 22, 2024	SELL	$39.93 - $40.71 $10,421 - $10,625	-261 Reduced 1.59%	16,182 $653,000
Q1 2024 May 13, 2024	BUY	$40.48 - $41.2 $28,174 - $28,675	696 Added 4.42%	16,443 $675,000
Q4 2023 Feb 02, 2024	SELL	$38.51 - $41.18 $463,313 - $495,436	-12,031 Reduced 43.31%	15,747 $643,000
Q3 2023 Nov 08, 2023	SELL	$39.6 - $40.72 $157,291 - $161,739	-3,972 Reduced 12.51%	27,778 $1.1 Million
Q2 2023 Aug 03, 2023	BUY	$39.54 - $40.59 $1.26 Million - $1.29 Million	31,750 New	31,750 $1.28 Million

Others Institutions Holding HYGV

# of Institutions

Shares Held

30.1M

Call Options Held

Put Options Held

View Full List

About FLEXSHARES TR HIGH YIELD VALUE

Ticker HYGV
Sector ETFs
Industry ETFs

More about HYGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Flexshares Tr High Yield Value Transaction History