Atria Wealth Solutions, Inc. Select Sector Spdr Fd Material Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 6,676 shares of XLB stock, worth $599,838. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,676
Previous 18,731 64.36%
Holding current value
$599,838
Previous $1.81 Million 68.92%
% of portfolio
0.01%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$83.8 - $97.58 $1.01 Million - $1.18 Million
-12,055 Reduced 64.36%
6,676 $561,000
Q3 2024

Nov 08, 2024
BUY
$86.95 - $97.09 $712,729 - $795,846
8,197 Added 77.81%
18,731 $1.81 Million
Q2 2024

Jul 22, 2024
SELL
$88.28 - $93.06 $359,564 - $379,033
-4,073 Reduced 27.88%
10,534 $930,000
Q1 2024

May 13, 2024
SELL
$80.98 - $92.89 $127,543 - $146,301
-1,575 Reduced 9.73%
14,607 $1.36 Million
Q4 2023

Feb 02, 2024
BUY
$74.46 - $86.21 $184,139 - $213,197
2,473 Added 18.04%
16,182 $1.38 Million
Q3 2023

Nov 08, 2023
SELL
$77.84 - $85.72 $261,386 - $287,847
-3,358 Reduced 19.68%
13,709 $1.08 Million
Q2 2023

Aug 03, 2023
SELL
$75.02 - $82.87 $584,780 - $645,971
-7,795 Reduced 31.35%
17,067 $1.41 Million
Q1 2023

Aug 22, 2023
BUY
$75.51 - $85.21 $188,775 - $213,024
2,500 Added 14.65%
19,567 $1.58 Million
Q1 2023

Jun 14, 2023
BUY
$75.51 - $85.21 $399,825 - $451,186
5,295 Added 27.06%
24,862 $2.01 Million
Q1 2023

May 10, 2023
SELL
$75.51 - $85.21 $399,825 - $451,186
-5,295 Reduced 21.3%
19,567 $1.58 Million
Q4 2022

Aug 30, 2023
BUY
$68.18 - $83.76 $531,463 - $652,909
7,795 Added 45.67%
24,862 $1.93 Million
Q4 2022

Feb 13, 2023
BUY
$68.18 - $83.76 $477,464 - $586,571
7,003 Added 39.21%
24,862 $1.93 Million
Q3 2022

Nov 14, 2022
SELL
$67.32 - $81.52 $173,416 - $209,995
-2,576 Reduced 12.61%
17,859 $1.22 Million
Q2 2022

Aug 15, 2022
BUY
$73.54 - $90.55 $224,885 - $276,901
3,058 Added 17.6%
20,435 $1.5 Million
Q1 2022

May 16, 2022
BUY
$79.77 - $90.53 $1.39 Million - $1.57 Million
17,377 New
17,377 $1.53 Million

Others Institutions Holding XLB

# of Institutions
945
Shares Held
63.2M
Call Options Held
17.1M
Put Options Held
20.3M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email