Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 14,908 shares of PWB stock, worth $1.65 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,908

Previous 15,011 0.69%

Holding current value

$1.65 Million

Previous $1.48 Million 2.36%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$98.04 - $108.11 $10,098 - $11,135	-103 Reduced 0.69%	14,908 $1.52 Million
Q3 2024 Nov 08, 2024	BUY	$86.85 - $98.91 $3,474 - $3,956	40 Added 0.27%	15,011 $1.48 Million
Q2 2024 Jul 22, 2024	BUY	$83.83 - $94.82 $24,562 - $27,782	293 Added 2.0%	14,971 $1.41 Million
Q1 2024 May 13, 2024	BUY	$75.84 - $90.45 $61,885 - $73,807	816 Added 5.89%	14,678 $1.31 Million
Q4 2023 Feb 02, 2024	BUY	$65.5 - $77.84 $22,794 - $27,088	348 Added 2.58%	13,862 $1.08 Million
Q3 2023 Nov 08, 2023	BUY	$67.34 - $72.31 $57,710 - $61,969	857 Added 6.77%	13,514 $916,000
Q2 2023 Aug 03, 2023	SELL	$63.87 - $70.62 $144,090 - $159,318	-2,256 Reduced 15.13%	12,657 $893,000
Q1 2023 Aug 22, 2023	BUY	$58.89 - $65.13 $25,146 - $27,810	427 Added 3.37%	13,084 $850,000
Q1 2023 Jun 14, 2023	BUY	$58.89 - $65.13 $107,709 - $119,122	1,829 Added 13.98%	14,913 $969,000
Q1 2023 May 10, 2023	SELL	$58.89 - $65.13 $107,709 - $119,122	-1,829 Reduced 12.26%	13,084 $850,000
Q4 2022 Aug 30, 2023	BUY	$56.26 - $64.63 $126,922 - $145,805	2,256 Added 17.82%	14,913 $890,000
Q4 2022 Feb 13, 2023	SELL	$56.26 - $64.63 $24,191 - $27,790	-430 Reduced 2.8%	14,913 $890,000
Q3 2022 Nov 14, 2022	BUY	$56.95 - $68.41 $14,579 - $17,512	256 Added 1.7%	15,343 $874,000
Q2 2022 Aug 15, 2022	BUY	$56.71 - $73.23 $438,141 - $565,774	7,726 Added 104.96%	15,087 $885,000
Q1 2022 May 16, 2022	BUY	$65.02 - $80.84 $478,612 - $595,063	7,361 New	7,361 $532,000

Others Institutions Holding PWB

# of Institutions

181

Shares Held

6.23M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PWB
Sector ETFs
Industry ETFs

More about PWB

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. Invesco Exchange Traded Fd Tr Transaction History