Atria Wealth Solutions, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 304,147 shares of BIV stock, worth $22.8 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

304,147

Previous 342,524 11.2%

Holding current value

$22.8 Million

Previous $26.2 Million 12.34%

% of portfolio

0.27%

Previous 0.33%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$74.51 - $76.61 $2.86 Million - $2.94 Million	-38,377 Reduced 11.2%	304,147 $22.9 Million
Q4 2023 Feb 02, 2024	BUY	$70.49 - $76.74 $4.03 Million - $4.39 Million	57,188 Added 20.04%	342,524 $26.2 Million
Q3 2023 Nov 08, 2023	SELL	$72.11 - $75.67 $4.31 Million - $4.53 Million	-59,804 Reduced 17.33%	285,336 $20.6 Million
Q2 2023 Aug 03, 2023	BUY	$74.96 - $77.47 $3.92 Million - $4.05 Million	52,268 Added 17.85%	345,140 $26 Million
Q1 2023 Aug 22, 2023	SELL	$73.57 - $77.31 $4.22 Million - $4.44 Million	-57,410 Reduced 16.63%	287,730 $22.1 Million

Q1 2023 Jun 14, 2023	BUY	$73.57 - $77.31 $378,296 - $397,528	5,142 Added 1.79%	292,872 $22.5 Million
Q1 2023 May 10, 2023	SELL	$73.57 - $77.31 $388,008 - $407,732	-5,274 Reduced 1.8%	287,730 $22.1 Million
Q4 2022 Aug 30, 2023	SELL	$72.19 - $76.32 $3.77 Million - $3.99 Million	-52,268 Reduced 15.14%	292,872 $21.8 Million
Q4 2022 Feb 13, 2023	SELL	$72.19 - $76.32 $162,644 - $171,948	-2,253 Reduced 0.76%	293,004 $21.8 Million
Q3 2022 Feb 13, 2023	SELL	N/A	-5,923 Reduced 1.97%	295,257 $0
Q3 2022 Nov 14, 2022	BUY	N/A	16,822 Added 5.92%	301,180 $22.2 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-15,105 Reduced 5.04%	284,358 $22.1 Million
Q1 2022 May 16, 2022	BUY	N/A	299,463 New	299,463 $24.5 Million

Others Institutions Holding BIV

# of Institutions

845

Shares Held

143M

Call Options Held

5.3K

Put Options Held

4.5K

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About VANGUARD BD INDEX FD INC INTER

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Atria Wealth Solutions, Inc. Vanguard Bd Index Fd Inc Inter Transaction History