Atria Investments LLC Invesco Exchange Traded Fd Tr Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$75.99 - $93.5 $804,810 - $990,258	10,591 Added 64.67%	26,967 $2.09 Million
Q1 2022 May 02, 2022	BUY	$86.29 - $97.54 $26,491 - $29,944	307 Added 1.91%	16,376 $1.48 Million
Q4 2021 Feb 04, 2022	BUY	$90.64 - $98.11 $275,817 - $298,548	3,043 Added 23.36%	16,069 $1.55 Million
Q3 2021 Nov 16, 2021	SELL	$87.33 - $95.62 $524,503 - $574,293	-6,006 Reduced 31.56%	13,026 $1.17 Million
Q2 2021 Aug 10, 2021	BUY	$85.09 - $92.2 $1.62 Million - $1.75 Million	19,032 New	19,032 $1.72 Million
Q1 2020 May 15, 2020	SELL	$41.45 - $70.64 $123,686 - $210,789	-2,984 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$60.32 - $69.3 $179,994 - $206,791	2,984 New	2,984 $206,000

Others Institutions Holding PKW

# of Institutions

234

Shares Held

4.07M

Call Options Held

7.8K

Put Options Held

100

Bank Of America Corp Charlotte, NC

597K
Shares

$71.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

371K
Shares

$44.2 Million
0.02% of portfolio
Morgan Stanley New York, NY

326K
Shares

$38.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

174K
Shares

$20.7 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

167K
Shares

$19.8 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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