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

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	SELL	$29.84 - $31.82 $59,620 - $63,576	-1,998 Reduced 8.65%	21,089 $645,000
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	$28.14 - $31.38 $119,229 - $132,957	-4,237 Reduced 15.07%	23,883 $734,000
Q4 2022 Feb 13, 2023	BUY	$28.14 - $31.38 $31,967 - $35,647	1,136 Added 4.99%	23,883 $734,000
Q3 2022 Nov 14, 2022	BUY	$28.59 - $29.99 $173,541 - $182,039	6,070 Added 36.4%	22,747 $657,000
Q2 2022 Aug 15, 2022	BUY	$29.16 - $32.47 $5,832 - $6,494	200 Added 1.21%	16,677 $491,000
Q1 2022 May 16, 2022	BUY	$29.58 - $34.59 $487,389 - $569,939	16,477 New	16,477 $535,000

Others Institutions Holding CIZ

# of Institutions

18

Shares Held

685K

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

234K
Shares

$7.49 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

120K
Shares

$3.84 Million
0.0% of portfolio
Morgan Stanley New York, NY

61.2K
Shares

$1.96 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

47.4K
Shares

$1.52 Million
0.0% of portfolio
Flow Traders U.S. LLC New York, NY

38.8K
Shares

$1.24 Million
0.06% of portfolio

About VICTORY PORTFOLIOS II SHS DEV

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