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 14,634 shares of CVY stock, worth $365,410. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,634
Previous 12,972 12.81%
Holding current value
$365,410
Previous $308,000 22.08%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker CVY
  • Sector ETFs
  • Industry ETFs
More about CVY
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.