Atria Wealth Solutions, Inc. Vanguard World Fd Esg Intl Stk Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	SELL	$56.61 - $61.63 $28,135 - $30,630	-497 Reduced 8.31%	5,482 $310,000
Q3 2024 Nov 08, 2024	SELL	$55.06 - $62.25 $8,369 - $9,462	-152 Reduced 2.48%	5,979 $367,000
Q2 2024 Jul 22, 2024	BUY	$54.72 - $58.75 $68,126 - $73,143	1,245 Added 25.48%	6,131 $351,000
Q1 2024 May 13, 2024	BUY	$53.19 - $57.84 $159 - $173	3 Added 0.06%	4,886 $280,000
Q4 2023 Feb 02, 2024	BUY	$48.05 - $55.28 $234,628 - $269,932	4,883 New	4,883 $269,000

Q2 2023 Aug 03, 2023	BUY	$51.68 - $54.7 $232,508 - $246,095	4,499 New	4,499 $238,000
Q1 2023 Aug 22, 2023	SELL	$49.49 - $54.07 $9,650 - $10,543	-195 Reduced 4.33%	4,304 $225,000
Q1 2023 May 10, 2023	BUY	$49.49 - $54.07 $213,004 - $232,717	4,304 New	4,304 $225,000

Others Institutions Holding VSGX

# of Institutions

449

Shares Held

22.9M

Call Options Held

0

Put Options Held

0

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