Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$34.22 - $37.59 $684 - $751
-20 Reduced 0.09%
22,071 $829,000
Q4 2023

Feb 02, 2024

SELL
$30.16 - $35.84 $35,498 - $42,183
-1,177 Reduced 5.06%
22,091 $788,000
Q3 2023

Nov 08, 2023

BUY
$31.54 - $34.88 $20,627 - $22,811
654 Added 2.89%
23,268 $741,000
Q2 2023

Aug 03, 2023

BUY
$31.81 - $33.75 $72,399 - $76,815
2,276 Added 11.19%
22,614 $755,000
Q1 2023

Aug 22, 2023

SELL
$31.16 - $34.46 $23,650 - $26,155
-759 Reduced 3.36%
21,855 $716,000
Q1 2023

Jun 14, 2023

SELL
$31.16 - $34.46 $47,269 - $52,275
-1,517 Reduced 6.94%
20,338 $666,000
Q1 2023

May 10, 2023

BUY
$31.16 - $34.46 $47,269 - $52,275
1,517 Added 7.46%
21,855 $716,000
Q4 2022

Aug 30, 2023

SELL
$27.45 - $32.51 $62,476 - $73,992
-2,276 Reduced 10.06%
20,338 $635,000
Q4 2022

Feb 13, 2023

BUY
$27.45 - $32.51 $62,091 - $73,537
2,262 Added 12.51%
20,338 $635,000
Q3 2022

Nov 14, 2022

BUY
$27.63 - $33.51 $8,675 - $10,522
314 Added 1.77%
18,076 $502,000
Q2 2022

Aug 15, 2022

BUY
$29.83 - $36.25 $4,921 - $5,981
165 Added 0.94%
17,762 $534,000
Q1 2022

May 16, 2022

BUY
$33.32 - $37.97 $586,332 - $668,158
17,597 New
17,597 $633,000

Others Institutions Holding BLES

About NORTHERN LTS FD TR IV INSPIRE


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