Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 13,040 shares of CVY stock, worth $337,214. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,040

Previous 15,759 17.25%

Holding current value

$337,214

Previous $396,000 16.41%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$24.8 - $26.45 $67,431 - $71,917	-2,719 Reduced 17.25%	13,040 $331,000
Q4 2024 Jan 31, 2025	SELL	$24.81 - $27.22 $2,952 - $3,239	-119 Reduced 0.75%	15,759 $396,000
Q3 2024 Nov 08, 2024	BUY	$24.57 - $26.46 $27,985 - $30,137	1,139 Added 7.73%	15,878 $414,000
Q2 2024 Jul 22, 2024	BUY	$24.48 - $25.93 $2,570 - $2,722	105 Added 0.72%	14,739 $369,000
Q1 2024 May 13, 2024	BUY	$22.92 - $25.72 $38,093 - $42,746	1,662 Added 12.81%	14,634 $376,000
Q4 2023 Feb 02, 2024	BUY	$21.02 - $23.96 $10,341 - $11,788	492 Added 3.94%	12,972 $308,000
Q3 2023 Nov 08, 2023	BUY	$21.12 - $22.93 $263,577 - $286,166	12,480 New	12,480 $273,000

Others Institutions Holding CVY

# of Institutions

Shares Held

787K

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker CVY
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Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History