Atria Wealth Solutions, Inc. J P Morgan Betabuilders Develo 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
Q2 2024 Jul 22, 2024	SELL	$45.57 - $50.69 $27,934 - $31,072	-613 Reduced 12.86%	4,154 $200,000
Q1 2024 May 13, 2024	SELL	$46.22 - $49.29 $22,278 - $23,757	-482 Reduced 9.18%	4,767 $229,000
Q4 2023 Feb 02, 2024	SELL	$43.33 - $49.68 $8,579 - $9,836	-198 Reduced 3.64%	5,249 $259,000
Q3 2023 Nov 08, 2023	BUY	$44.55 - $49.85 $1,470 - $1,645	33 Added 0.61%	5,447 $245,000
Q2 2023 Aug 03, 2023	SELL	$46.66 - $50.61 $23,609 - $25,608	-506 Reduced 8.55%	5,414 $258,000
Q1 2023 Aug 22, 2023	BUY	$47.47 - $54.2 $13,528 - $15,447	285 Added 5.26%	5,699 $280,000
Q1 2023 Jun 14, 2023	BUY	$47.47 - $54.2 $10,490 - $11,978	221 Added 3.88%	5,920 $290,000
Q1 2023 May 10, 2023	SELL	$47.47 - $54.2 $10,490 - $11,978	-221 Reduced 3.73%	5,699 $280,000
Q4 2022 Aug 30, 2023	BUY	$41.9 - $50.5 $21,201 - $25,553	506 Added 9.35%	5,920 $289,000
Q4 2022 Feb 13, 2023	SELL	$41.9 - $50.5 $10,768 - $12,978	-257 Reduced 4.16%	5,920 $289,000
Q3 2022 Nov 14, 2022	BUY	$42.32 - $50.51 $10,453 - $12,475	247 Added 4.17%	6,177 $261,000
Q2 2022 Aug 15, 2022	BUY	$46.74 - $56.58 $277,168 - $335,519	5,930 New	5,930 $283,000

Others Institutions Holding BBAX

# of Institutions

104

Shares Held

88.4M

Call Options Held

200

Put Options Held

100

Jpmorgan Chase & CO New York, NY

75.3M
Shares

$3.74 Billion
0.33% of portfolio
Bank Of America Corp Charlotte, NC

9.79M
Shares

$486 Million
0.04% of portfolio
Municipal Employees' Retirement System Of Michigan

910K
Shares

$45.2 Million
0.65% of portfolio
Janus Henderson Group PLC London, X0

492K
Shares

$24.4 Million
0.01% of portfolio
Aia Group LTD Hong Kong, K3

340K
Shares

$16.9 Million
0.5% of portfolio

About J P MORGAN BETABUILDERS DEVELO

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