Atria Wealth Solutions, Inc. Northern Lts Fd Tr Iv Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 9,150 shares of BIBL stock, worth $373,137. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,150

Previous 7,883 16.07%

Holding current value

$373,137

Previous $320,000 11.25%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$38.73 - $42.41 $49,070 - $53,733	1,267 Added 16.07%	9,150 $356,000
Q3 2024 Nov 08, 2024	SELL	$36.61 - $40.67 $32,802 - $36,440	-896 Reduced 10.21%	7,883 $320,000
Q2 2024 Jul 22, 2024	SELL	$36.1 - $38.73 $1.57 Million - $1.68 Million	-43,494 Reduced 83.21%	8,779 $333,000
Q1 2024 May 13, 2024	BUY	$33.96 - $38.91 $59,973 - $68,715	1,766 Added 3.5%	52,273 $2.03 Million
Q4 2023 Feb 02, 2024	SELL	$29.25 - $35.1 $93,219 - $111,863	-3,187 Reduced 5.94%	50,507 $1.76 Million
Q3 2023 Nov 08, 2023	BUY	$30.99 - $34.19 $166,757 - $183,976	5,381 Added 11.14%	53,694 $1.68 Million
Q2 2023 Aug 03, 2023	BUY	$30.11 - $32.89 $117,790 - $128,665	3,912 Added 8.81%	48,313 $1.59 Million
Q1 2023 Aug 22, 2023	SELL	$29.64 - $33.28 $54,567 - $61,268	-1,841 Reduced 3.81%	46,472 $1.46 Million
Q1 2023 Jun 14, 2023	SELL	$29.64 - $33.28 $61,384 - $68,922	-2,071 Reduced 4.46%	44,401 $1.4 Million
Q1 2023 May 10, 2023	BUY	$29.64 - $33.28 $61,384 - $68,922	2,071 Added 4.66%	46,472 $1.46 Million
Q4 2022 Aug 30, 2023	SELL	$27.13 - $31.84 $106,132 - $124,558	-3,912 Reduced 8.1%	44,401 $1.33 Million
Q4 2022 Feb 13, 2023	BUY	$27.13 - $31.84 $73,576 - $86,350	2,712 Added 6.51%	44,401 $1.33 Million
Q3 2022 Nov 14, 2022	BUY	$27.68 - $33.89 $23,832 - $29,179	861 Added 2.11%	41,689 $1.16 Million
Q2 2022 Aug 15, 2022	BUY	$28.41 - $36.39 $47,728 - $61,135	1,680 Added 4.29%	40,828 $1.19 Million
Q1 2022 May 16, 2022	BUY	$33.04 - $39.29 $1.29 Million - $1.54 Million	39,148 New	39,148 $1.41 Million

Others Institutions Holding BIBL

# of Institutions

123

Shares Held

5.52M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV

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Atria Wealth Solutions, Inc. Northern Lts Fd Tr Iv Transaction History