Atria Wealth Solutions, Inc. Invesco ETF Tr Ii Kbw Property Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Tr Ii Kbw Property stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 1,727 shares of KBWP stock, worth $198,121. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,727

Previous 1,963 12.02%

Holding current value

$198,121

Previous $226,000 11.5%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$111.94 - $126.4 $26,417 - $29,830	-236 Reduced 12.02%	1,727 $200,000
Q3 2024 Nov 08, 2024	BUY	$100.88 - $116.06 $198,027 - $227,825	1,963 New	1,963 $226,000
Q3 2023 Nov 08, 2023	SELL	$79.66 - $86.33 $30,589 - $33,150	-384 Reduced 9.96%	3,471 $291,000
Q2 2023 Aug 03, 2023	BUY	$78.84 - $85.48 $303,928 - $329,525	3,855 New	3,855 $315,000
Q1 2023 Aug 22, 2023	SELL	$79.25 - $91.46 $94,703 - $109,294	-1,195 Reduced 31.0%	2,660 $221,000
Q1 2023 May 10, 2023	BUY	$79.25 - $91.46 $11,174 - $12,895	141 Added 5.6%	2,660 $221,000
Q4 2022 Feb 13, 2023	BUY	$75.23 - $88.9 $189,504 - $223,939	2,519 New	2,519 $216,000
Q2 2022 Aug 15, 2022	SELL	$77.31 - $88.41 $245,768 - $281,055	-3,179 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$78.92 - $87.95 $250,886 - $279,593	3,179 New	3,179 $277,000

Others Institutions Holding KBWP

# of Institutions

Shares Held

3.59M

Call Options Held

Put Options Held

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About INVESCO ETF TR II KBW PROPERTY

Ticker KBWP
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Atria Wealth Solutions, Inc. Invesco ETF Tr Ii Kbw Property Transaction History