Number of Shares
79,885
Previous 86,585 7.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 31, 2025

SELL
N/A
-6,700 Reduced 7.74%
79,885 $0
Q3 2024

Nov 08, 2024

SELL
N/A
-45,577 Reduced 34.49%
86,585 $0
Q2 2024

Jul 22, 2024

SELL
N/A
-1,140 Reduced 0.86%
132,162 $0
Q1 2024

May 13, 2024

SELL
N/A
-39,832 Reduced 23.01%
133,302 $0
Q4 2023

Feb 02, 2024

SELL
N/A
-11,378 Reduced 6.17%
173,134 $0
Q3 2023

Nov 08, 2023

SELL
N/A
-12,818 Reduced 6.5%
184,512 $0
Q2 2023

Aug 03, 2023

BUY
N/A
197,330 New
197,330 $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.