Atria Wealth Solutions, Inc. Victory Portfolios Ii Shs Dev Transaction History

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Victory Portfolios Ii Shs Dev stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 23,087 shares of CIZ stock, worth $706,693. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,087
Previous 22,965 0.53%
Holding current value
$706,693
Previous $692,000 4.77%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 13, 2024
BUY
$29.2 - $31.51 $3,562 - $3,844
122 Added 0.53%
23,087 $725,000
Q4 2023

Feb 02, 2024
SELL
$28.27 - $30.29 $138,664 - $148,572
-4,905 Reduced 17.6%
22,965 $692,000
Q3 2023

Nov 08, 2023
SELL
$28.99 - $31.76 $7,247 - $7,940
-250 Reduced 0.89%
27,870 $810,000
Q2 2023

Aug 03, 2023
BUY
$30.52 - $32.13 $129,313 - $136,134
4,237 Added 17.74%
28,120 $872,000
Q1 2023

Aug 22, 2023
SELL
$30.63 - $32.14 $17,305 - $18,159
-565 Reduced 2.01%
27,555 $856,000
Q1 2023

Jun 14, 2023
SELL
$30.63 - $32.14 $112,473 - $118,018
-3,672 Reduced 13.33%
23,883 $742,000
Q1 2023

May 10, 2023
BUY
$30.63 - $32.14 $112,473 - $118,018
3,672 Added 15.37%
27,555 $856,000
Q4 2022

Aug 30, 2023
SELL
$29.41 - $31.38 $124,610 - $132,957
-4,237 Reduced 15.07%
23,883 $734,000
Q4 2022

Feb 13, 2023
BUY
$29.41 - $31.38 $33,409 - $35,647
1,136 Added 4.99%
23,883 $734,000
Q3 2022

Nov 14, 2022
BUY
N/A
6,070 Added 36.4%
22,747 $657,000
Q2 2022

Aug 15, 2022
BUY
N/A
200 Added 1.21%
16,677 $491,000
Q1 2022

May 16, 2022
BUY
N/A
16,477 New
16,477 $535,000

Others Institutions Holding CIZ

# of Institutions
22
Shares Held
1.03M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS DEV

CIZ Quotes by TradingView
  • Ticker CIZ
  • Sector ETFs
  • Industry ETFs
More about CIZ
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