Atria Wealth Solutions, Inc. Invesco ETF Tr Ii S&P Midcap L Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 8,616 shares of XMLV stock, worth $536,259. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,616
Previous 8,616 -0.0%
Holding current value
$536,259
Previous $525,000 0.19%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$54.31 - $61.04 $7,766 - $8,728
-143 Reduced 1.63%
8,616 $525,000
Q2 2024

Jul 22, 2024
SELL
$53.37 - $56.94 $8,058 - $8,597
-151 Reduced 1.69%
8,759 $483,000
Q1 2024

May 13, 2024
SELL
$52.35 - $56.4 $47,167 - $50,816
-901 Reduced 9.18%
8,910 $502,000
Q4 2023

Feb 02, 2024
SELL
$47.52 - $53.44 $6,035 - $6,786
-127 Reduced 1.28%
9,811 $521,000
Q3 2023

Nov 08, 2023
SELL
$49.13 - $53.93 $8,794 - $9,653
-179 Reduced 1.77%
9,938 $488,000
Q2 2023

Aug 03, 2023
SELL
$49.55 - $52.47 $18,829 - $19,938
-380 Reduced 3.62%
10,117 $523,000
Q1 2023

Aug 22, 2023
BUY
$49.86 - $56.95 $6,033 - $6,890
121 Added 1.2%
10,238 $536,000
Q1 2023

Jun 14, 2023
BUY
$49.86 - $56.95 $12,913 - $14,750
259 Added 2.53%
10,497 $550,000
Q1 2023

May 10, 2023
SELL
$49.86 - $56.95 $12,913 - $14,750
-259 Reduced 2.47%
10,238 $536,000
Q4 2022

Aug 30, 2023
BUY
$48.1 - $55.93 $18,278 - $21,253
380 Added 3.76%
10,497 $561,000
Q4 2022

Feb 13, 2023
SELL
$48.1 - $55.93 $322,895 - $375,458
-6,713 Reduced 39.01%
10,497 $561,000
Q3 2022

Nov 14, 2022
SELL
$48.04 - $56.34 $153,343 - $179,837
-3,192 Reduced 15.65%
17,210 $827,000
Q2 2022

Aug 15, 2022
SELL
$49.21 - $57.04 $433,884 - $502,921
-8,817 Reduced 30.18%
20,402 $1.05 Million
Q1 2022

May 16, 2022
BUY
$52.6 - $58.44 $1.54 Million - $1.71 Million
29,219 New
29,219 $1.63 Million

Others Institutions Holding XMLV

# of Institutions
218
Shares Held
7.4M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P MIDCAP L

XMLV Quotes by TradingView
  • Ticker XMLV
  • Sector ETFs
  • Industry ETFs
More about XMLV
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