Atria Wealth Solutions, Inc. Global X Fds Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

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 125,868 shares of BOTZ stock, worth $3.89 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

125,868

Previous 50,161 150.93%

Holding current value

$3.89 Million

Previous $1.6 Million 123.6%

% of portfolio

0.05%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$28.46 - $34.53 $2.15 Million - $2.61 Million	75,707 Added 150.93%	125,868 $3.58 Million
Q4 2024 Jan 31, 2025	SELL	$31.11 - $34.18 $90,156 - $99,053	-2,898 Reduced 5.46%	50,161 $1.6 Million
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

# of Institutions

418

Shares Held

31.4M

Call Options Held

189K

Put Options Held

112K

View Full List

About GLOBAL X FDS

Ticker BOTZ
Sector ETFs
Industry ETFs

More about BOTZ

Track This Portfolio

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.

Account

Atria Wealth Solutions, Inc. Global X Fds Transaction History