Atria Wealth Solutions, Inc. Ishares Tr Msci Acwi Low Carbo Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 1,247 shares of CRBN stock, worth $253,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,247
Previous 1,247 -0.0%
Holding current value
$253,290
Previous $241,000 1.24%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$192.71 - $203.05 $12,140 - $12,792
-63 Reduced 4.81%
1,247 $241,000
Q3 2024

Nov 08, 2024
SELL
$175.05 - $196.39 $5,601 - $6,284
-32 Reduced 2.38%
1,310 $256,000
Q2 2024

Jul 22, 2024
SELL
$169.52 - $183.86 $33,056 - $35,852
-195 Reduced 12.69%
1,342 $245,000
Q4 2023

Feb 02, 2024
BUY
$143.83 - $166.15 $862 - $996
6 Added 0.39%
1,537 $254,000
Q2 2023

Aug 03, 2023
SELL
$147.18 - $156.7 $2,060 - $2,193
-14 Reduced 0.91%
1,531 $239,000
Q1 2023

Aug 22, 2023
SELL
$138.3 - $151.49 $829 - $908
-6 Reduced 0.39%
1,525 $225,000
Q1 2023

Jun 14, 2023
BUY
$138.3 - $151.49 $2,766 - $3,029
20 Added 1.31%
1,545 $228,000
Q1 2023

May 10, 2023
SELL
$138.3 - $151.49 $2,766 - $3,029
-20 Reduced 1.29%
1,525 $225,000
Q4 2022

Aug 30, 2023
BUY
$126.3 - $146.54 $1,768 - $2,051
14 Added 0.91%
1,545 $213,000
Q4 2022

Feb 13, 2023
BUY
$126.3 - $146.54 $195,133 - $226,404
1,545 New
1,545 $213,000
Q2 2022

Aug 15, 2022
BUY
$133.43 - $165.9 $24,817 - $30,857
186 Added 13.74%
1,540 $211,000
Q1 2022

May 16, 2022
BUY
$150.89 - $174.82 $204,305 - $236,706
1,354 New
1,354 $221,000

Others Institutions Holding CRBN

# of Institutions
133
Shares Held
2.63M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI ACWI LOW CARBO

CRBN Quotes by TradingView
  • Ticker CRBN
  • Sector ETFs
  • Industry ETFs
More about CRBN
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.

Choose your preferred platform and Sign Up 👇 Telegram Email