Atria Wealth Solutions, Inc. Pacer Fds Tr Trendpilot Fd Fds Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$28.08 - $29.77 $175,275 - $185,824	-6,242 Reduced 15.69%	33,544 $946,000
Q2 2023 Aug 03, 2023	SELL	$27.26 - $29.09 $122,642 - $130,875	-4,499 Reduced 10.16%	39,786 $1.16 Million
Q1 2023 Aug 22, 2023	BUY	$26.08 - $28.17 $9,649 - $10,422	370 Added 0.93%	40,156 $1.1 Million
Q1 2023 Jun 14, 2023	BUY	$26.08 - $28.17 $107,684 - $116,313	4,129 Added 10.28%	44,285 $1.22 Million
Q1 2023 May 10, 2023	SELL	$26.08 - $28.17 $107,684 - $116,313	-4,129 Reduced 9.32%	40,156 $1.1 Million
Q4 2022 Aug 30, 2023	BUY	$25.93 - $27.41 $116,659 - $123,317	4,499 Added 11.31%	44,285 $1.16 Million
Q3 2022 Nov 14, 2022	BUY	$26.48 - $27.91 $46,790 - $49,316	1,767 Added 4.16%	44,285 $1.17 Million
Q2 2022 Aug 15, 2022	BUY	$27.1 - $28.73 $5,040 - $5,343	186 Added 0.44%	42,518 $1.16 Million
Q1 2022 May 16, 2022	BUY	$28.46 - $31.45 $1.2 Million - $1.33 Million	42,332 New	42,332 $1.21 Million

Others Institutions Holding TRND

# of Institutions

24

Shares Held

1M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

528K
Shares

$17.5 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

162K
Shares

$5.35 Million
0.0% of portfolio
Financial Advocates Investment Management Olympia, WA

48.6K
Shares

$1.61 Million
0.09% of portfolio
Cambridge Investment Research Advisors, Inc.

45.1K
Shares

$1.49 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

39.8K
Shares

$1.32 Million
0.0% of portfolio

About PACER FDS TR TRENDPILOT FD FDS

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