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 7,104 shares of PWV stock, worth $391,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,104

Previous 13,293 46.56%

Holding current value

$391,998

Previous $775,000 47.87%

% of portfolio

0.0%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$56.33 - $61.73 $348,626 - $382,046	-6,189 Reduced 46.56%	7,104 $404,000
Q3 2024 Nov 08, 2024	SELL	$54.33 - $59.01 $5,215 - $5,664	-96 Reduced 0.72%	13,293 $775,000
Q2 2024 Jul 22, 2024	SELL	$54.01 - $56.78 $1,512 - $1,589	-28 Reduced 0.21%	13,389 $736,000
Q1 2024 May 13, 2024	BUY	$50.05 - $56.68 $176,426 - $199,797	3,525 Added 35.63%	13,417 $760,000
Q4 2023 Feb 02, 2024	BUY	$44.09 - $50.95 $2,513 - $2,904	57 Added 0.58%	9,892 $501,000
Q3 2023 Nov 08, 2023	SELL	$46.03 - $48.86 $4,464 - $4,739	-97 Reduced 0.98%	9,835 $460,000
Q2 2023 Aug 03, 2023	SELL	$43.67 - $46.63 $8,865 - $9,465	-203 Reduced 2.0%	9,932 $463,000
Q1 2023 Aug 22, 2023	BUY	$43.51 - $48.07 $17,708 - $19,564	407 Added 4.1%	10,339 $468,000
Q1 2023 Jun 14, 2023	SELL	$43.51 - $48.07 $8,876 - $9,806	-204 Reduced 1.97%	10,135 $458,000
Q1 2023 May 10, 2023	BUY	$43.51 - $48.07 $8,876 - $9,806	204 Added 2.01%	10,339 $468,000
Q4 2022 Aug 30, 2023	BUY	$42.18 - $49.21 $8,562 - $9,989	203 Added 2.04%	10,135 $476,000
Q4 2022 Feb 13, 2023	BUY	$42.18 - $49.21 $1,012 - $1,181	24 Added 0.24%	10,135 $476,000
Q3 2022 Nov 14, 2022	BUY	$41.65 - $47.7 $18,409 - $21,083	442 Added 4.57%	10,111 $421,000
Q2 2022 Aug 15, 2022	BUY	$42.73 - $50.01 $96,142 - $112,522	2,250 Added 30.33%	9,669 $422,000
Q1 2022 May 16, 2022	BUY	$46.43 - $50.64 $344,464 - $375,698	7,419 New	7,419 $363,000

Others Institutions Holding PWV

# of Institutions

170

Shares Held

11.5M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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