Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 02, 2024

BUY
$30.78 - $34.21 $313,740 - $348,702
10,193 New
10,193 $348,000
Q1 2023

Aug 22, 2023

BUY
$28.13 - $30.18 $423,159 - $453,997
15,043 New
15,043 $452,000
Q1 2023

Jun 14, 2023

BUY
$28.13 - $30.18 $81,014 - $86,918
2,880 Added 19.15%
17,923 $538,000
Q1 2023

May 10, 2023

SELL
$28.13 - $30.18 $81,014 - $86,918
-2,880 Reduced 16.07%
15,043 $452,000
Q4 2022

Aug 30, 2023

BUY
$27.36 - $29.22 $490,373 - $523,710
17,923 New
17,923 $506,000
Q4 2022

Feb 13, 2023

SELL
$27.36 - $29.22 $189,741 - $202,640
-6,935 Reduced 27.9%
17,923 $506,000
Q3 2022

Nov 14, 2022

BUY
$27.22 - $29.19 $181,802 - $194,960
6,679 Added 36.74%
24,858 $664,000
Q2 2022

Aug 15, 2022

BUY
$26.42 - $30.13 $168,744 - $192,440
6,387 Added 54.16%
18,179 $491,000
Q1 2022

May 16, 2022

BUY
$28.34 - $30.55 $334,185 - $360,245
11,792 New
11,792 $353,000

Others Institutions Holding AZAO

About AIM ETF PRODS TRALLIANZIM U S


  • Ticker AZAO
  • Sector ETFs
  • Industry ETFs
More about AZAO
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.