Number of Shares
66,599
Previous 70,013 4.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 31, 2025

SELL
N/A
-3,414 Reduced 4.88%
66,599 $0
Q3 2024

Nov 08, 2024

SELL
N/A
-23,285 Reduced 24.96%
70,013 $0
Q2 2024

Jul 22, 2024

SELL
N/A
-46,444 Reduced 33.24%
93,298 $0
Q1 2024

May 13, 2024

BUY
N/A
54,751 Added 64.42%
139,742 $0
Q4 2023

Feb 02, 2024

SELL
N/A
-6,574 Reduced 7.18%
84,991 $0
Q3 2023

Nov 08, 2023

SELL
N/A
-405 Reduced 0.44%
91,565 $0
Q2 2023

Aug 03, 2023

BUY
N/A
91,970 New
91,970 $0
Q1 2023

Aug 22, 2023

BUY
N/A
16,847 Added 18.32%
108,817 $0
Q1 2023

May 10, 2023

BUY
N/A
108,817 New
108,817 $0
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.