Atria Wealth Solutions, Inc. Innovator Etfs Tr Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 227,684 shares of BALT stock, worth $7.25 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

227,684

Previous 166,237 36.96%

Holding current value

$7.25 Million

Previous $5.13 Million 39.57%

% of portfolio

0.08%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$30.76 - $31.55 $1.89 Million - $1.94 Million	61,447 Added 36.96%	227,684 $7.15 Million
Q3 2024 Nov 08, 2024	BUY	$29.76 - $30.83 $256,174 - $265,384	8,608 Added 5.46%	166,237 $5.13 Million
Q2 2024 Jul 22, 2024	BUY	$28.96 - $30.04 $1.42 Million - $1.47 Million	49,008 Added 45.12%	157,629 $4.73 Million
Q1 2024 May 13, 2024	BUY	$28.46 - $29.26 $859,947 - $884,120	30,216 Added 38.54%	108,621 $3.18 Million
Q4 2023 Feb 02, 2024	BUY	$27.69 - $28.57 $246,441 - $254,273	8,900 Added 12.8%	78,405 $2.24 Million
Q3 2023 Nov 08, 2023	BUY	$27.8 - $28.21 $111,394 - $113,037	4,007 Added 6.12%	69,505 $1.93 Million
Q2 2023 Aug 03, 2023	BUY	$27.19 - $27.89 $383,297 - $393,165	14,097 Added 27.43%	65,498 $1.83 Million
Q1 2023 Aug 22, 2023	SELL	$26.55 - $27.23 $120,802 - $123,896	-4,550 Reduced 6.95%	60,948 $1.66 Million
Q1 2023 Jun 14, 2023	SELL	$26.55 - $27.23 $253,472 - $259,964	-9,547 Reduced 15.66%	51,401 $1.4 Million
Q1 2023 May 10, 2023	BUY	$26.55 - $27.23 $253,472 - $259,964	9,547 Added 18.57%	60,948 $1.66 Million
Q4 2022 Aug 30, 2023	SELL	$25.76 - $26.59 $363,138 - $374,839	-14,097 Reduced 21.52%	51,401 $1.37 Million
Q4 2022 Feb 13, 2023	BUY	$25.76 - $26.59 $1.08 Million - $1.11 Million	41,795 Added 435.09%	51,401 $1.37 Million
Q3 2022 Nov 14, 2022	BUY	$25.78 - $26.28 $247,642 - $252,445	9,606 New	9,606 $248,000

Others Institutions Holding BALT

# of Institutions

154

Shares Held

21.3M

Call Options Held

Put Options Held

View Full List

About INNOVATOR ETFS TR

Ticker BALT

More about BALT

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.

Account

Atria Wealth Solutions, Inc. Innovator Etfs Tr Transaction History