Atria Wealth Solutions, Inc. Invesco Fd Tr Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Aug 22, 2023	BUY	$29.55 - $32.26 $944,181 - $1.03 Million	31,952 New	31,952 $990,000
Q1 2023 Jun 14, 2023	SELL	$29.55 - $32.26 $13,149 - $14,355	-445 Reduced 1.39%	31,507 $977,000
Q1 2023 May 10, 2023	BUY	$29.55 - $32.26 $13,149 - $14,355	445 Added 1.41%	31,952 $990,000
Q4 2022 Aug 30, 2023	BUY	$25.44 - $30.38 $801,538 - $957,182	31,507 New	31,507 $933,000
Q4 2022 Feb 13, 2023	SELL	$25.44 - $30.38 $440,493 - $526,029	-17,315 Reduced 35.47%	31,507 $933,000
Q3 2022 Nov 14, 2022	BUY	$25.55 - $31.45 $230,665 - $283,930	9,028 Added 22.69%	48,822 $1.25 Million
Q2 2022 Aug 15, 2022	BUY	$28.89 - $35.0 $805,019 - $975,275	27,865 Added 233.59%	39,794 $1.16 Million
Q1 2022 May 16, 2022	BUY	$32.41 - $37.18 $386,618 - $443,520	11,929 New	11,929 $411,000

Others Institutions Holding PDN

# of Institutions

104

Shares Held

11.2M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

8.45M
Shares

$278 Million
0.05% of portfolio
Cutler Investment Counsel LLC

321K
Shares

$10.6 Million
1.41% of portfolio
Invesco Ltd. Atlanta, GA

222K
Shares

$7.3 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

202K
Shares

$6.66 Million
1.38% of portfolio
High Tower Advisors, LLC Chicago, IL

191K
Shares

$6.28 Million
0.01% of portfolio

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