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

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

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

144

Shares Held

2.65M

Call Options Held

0

Put Options Held

0

About ISHARES TR MSCI ACWI LOW CARBO

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