Atria Wealth Solutions, Inc. Wisdomtree Tr Global High Divi Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$45.43 - $51.89 $215,701 - $246,373	-4,748 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$48.5 - $51.67 $230,278 - $245,329	4,748 New	4,748 $243,000

Others Institutions Holding DEW

# of Institutions

37

Shares Held

1.16M

Call Options Held

0

Put Options Held

0

Joseph Group Capital Management Columbus, OH

218K
Shares

$11.5 Million
5.15% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$6.45 Million
8.35% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$5.92 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

99.2K
Shares

$5.22 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

94.3K
Shares

$4.96 Million
0.01% of portfolio

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