Atria Wealth Solutions, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 240,525 shares of VOO stock, worth $133 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

240,525

Previous 259,364 7.26%

Holding current value

$133 Million

Previous $130 Million 2.16%

% of portfolio

1.43%

Previous 1.48%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$475.2 - $527.7 $8.95 Million - $9.94 Million	-18,839 Reduced 7.26%	240,525 $127 Million
Q2 2024 Jul 22, 2024	SELL	$455.1 - $504.28 $10.8 Million - $12 Million	-23,735 Reduced 8.38%	259,364 $130 Million
Q1 2024 May 13, 2024	BUY	$429.43 - $481.35 $4.14 Million - $4.64 Million	9,636 Added 3.52%	283,099 $136 Million
Q4 2023 Feb 02, 2024	BUY	$377.32 - $438.19 $3.56 Million - $4.14 Million	9,448 Added 3.58%	273,463 $119 Million
Q3 2023 Nov 08, 2023	BUY	$392.7 - $420.68 $4.97 Million - $5.32 Million	12,650 Added 5.03%	264,015 $104 Million
Q2 2023 Aug 03, 2023	BUY	$371.44 - $407.28 $3.09 Million - $3.39 Million	8,314 Added 3.42%	251,365 $102 Million
Q1 2023 Aug 22, 2023	SELL	$348.66 - $382.94 $7.04 Million - $7.73 Million	-20,195 Reduced 8.03%	231,170 $86.9 Million
Q1 2023 Jun 14, 2023	BUY	$348.66 - $382.94 $4.14 Million - $4.55 Million	11,881 Added 5.14%	243,051 $91.4 Million
Q1 2023 May 10, 2023	SELL	$348.66 - $382.94 $4.22 Million - $4.63 Million	-12,090 Reduced 4.97%	231,170 $86.9 Million
Q4 2022 Aug 30, 2023	SELL	$327.64 - $374.54 $2.72 Million - $3.11 Million	-8,314 Reduced 3.31%	243,051 $85.4 Million
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $8.94 Million - $10.2 Million	27,284 Added 12.63%	243,260 $85.5 Million
Q3 2022 Feb 13, 2023	SELL	$328.3 - $395.04 $2.31 Million - $2.78 Million	-7,035 Reduced 3.15%	215,976 $73.4 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $21.1 Million - $25.3 Million	64,138 Added 40.37%	223,011 $74.8 Million
Q2 2022 Aug 15, 2022	SELL	$337.07 - $419.85 $1.87 Million - $2.33 Million	-5,539 Reduced 3.37%	158,873 $55.2 Million
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $62.9 Million - $72.2 Million	164,412 New	164,412 $68.3 Million

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Atria Wealth Solutions, Inc. Vanguard Index Fds S&P 500 ETF Transaction History