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

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 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

15

Shares Held

662K

Call Options Held

200

Put Options Held

0

About JPMORGAN CHASE & CO ALERIAN ML

Ticker AMJ
Sector ETFs
Industry ETFs

Track This Portfolio

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.