A detailed history of Atria Wealth Solutions, Inc. transactions in Global X Fds stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 53,059 shares of BOTZ stock, worth $1.7 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
53,059
Previous 57,519 7.75%
Holding current value
$1.7 Million
Previous $1.77 Million 3.89%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$27.68 - $32.27 $123,452 - $143,924
-4,460 Reduced 7.75%
53,059 $1.71 Million
Q2 2024

Jul 22, 2024

BUY
$28.65 - $31.95 $279,939 - $312,183
9,771 Added 20.46%
57,519 $1.77 Million
Q1 2024

May 13, 2024

SELL
$26.84 - $32.89 $27,484 - $33,679
-1,024 Reduced 2.1%
47,748 $1.52 Million
Q4 2023

Feb 02, 2024

SELL
$22.34 - $28.72 $459,064 - $590,167
-20,549 Reduced 29.64%
48,772 $1.39 Million
Q3 2023

Nov 08, 2023

BUY
$24.12 - $30.13 $6,271 - $7,833
260 Added 0.38%
69,321 $1.71 Million
Q2 2023

Aug 03, 2023

BUY
$24.5 - $29.72 $1.21 Million - $1.47 Million
49,502 Added 253.09%
69,061 $1.98 Million
Q1 2023

Aug 22, 2023

BUY
$20.65 - $25.5 $227,253 - $280,627
11,005 Added 15.94%
80,066 $2.04 Million
Q1 2023

Jun 14, 2023

SELL
$20.65 - $25.5 $1.25 Million - $1.54 Million
-60,507 Reduced 75.57%
19,559 $498,000
Q1 2023

May 10, 2023

BUY
$20.65 - $25.5 $1.25 Million - $1.54 Million
60,507 Added 309.36%
80,066 $2.04 Million
Q4 2022

Aug 30, 2023

SELL
$17.67 - $21.95 $874,700 - $1.09 Million
-49,502 Reduced 71.68%
19,559 $401,000
Q4 2022

Feb 13, 2023

SELL
$17.67 - $21.95 $206,898 - $257,012
-11,709 Reduced 37.45%
19,559 $401,000
Q3 2022

Nov 14, 2022

SELL
$18.08 - $23.8 $159,158 - $209,511
-8,803 Reduced 21.97%
31,268 $566,000
Q2 2022

Aug 15, 2022

BUY
$20.32 - $29.37 $328,736 - $475,147
16,178 Added 67.71%
40,071 $817,000
Q1 2022

May 16, 2022

BUY
$26.13 - $36.09 $624,324 - $862,298
23,893 New
23,893 $693,000

Others Institutions Holding BOTZ

About GLOBAL X FDS


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