Atria Wealth Solutions, Inc. Jpmorgan Chase & CO Alerian Ml Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$25.35 - $28.49 $332,110 - $373,247	13,101 Added 10.33%	139,957 $3.99 Million
Q4 2023 Feb 02, 2024	BUY	$23.75 - $25.99 $270,488 - $296,000	11,389 Added 9.86%	126,856 $3.22 Million
Q3 2023 Nov 08, 2023	BUY	$22.87 - $24.87 $653,235 - $710,361	28,563 Added 32.87%	115,467 $2.85 Million
Q2 2023 Aug 03, 2023	SELL	$21.7 - $23.09 $397,392 - $422,847	-18,313 Reduced 17.4%	86,904 $1.99 Million
Q1 2023 Aug 22, 2023	SELL	$20.96 - $23.77 $99,518 - $112,859	-4,748 Reduced 5.46%	82,156 $1.82 Million
Q1 2023 Jun 14, 2023	BUY	$20.96 - $23.77 $483,358 - $548,159	23,061 Added 28.07%	105,217 $2.33 Million
Q1 2023 May 10, 2023	SELL	$20.96 - $23.77 $483,358 - $548,159	-23,061 Reduced 21.92%	82,156 $1.82 Million
Q4 2022 Aug 30, 2023	BUY	$21.04 - $23.04 $385,305 - $421,931	18,313 Added 21.07%	105,217 $2.29 Million
Q4 2022 Feb 13, 2023	BUY	$21.04 - $23.04 $185,046 - $202,636	8,795 Added 9.12%	105,217 $2.29 Million
Q3 2022 Feb 13, 2023	SELL	N/A	-8,056 Reduced 7.71%	96,422 $0
Q2 2022 Aug 15, 2022	BUY	N/A	15,835 Added 17.86%	104,478 $1.98 Million
Q1 2022 May 16, 2022	BUY	N/A	88,643 New	88,643 $1.85 Million

Others Institutions Holding AMJ

# of Institutions

16

Shares Held

676K

Call Options Held

200

Put Options Held

0

About JPMORGAN CHASE & CO ALERIAN ML

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