A detailed history of Atria Wealth Solutions, Inc. transactions in Donoghue Forlines Tactical Hig stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 97,774 shares of DFHY stock, worth $2.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
97,774
Previous 96,752 1.06%
Holding current value
$2.08 Million
Previous $2.01 Million 4.87%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$20.78 - $21.88 $21,237 - $22,361
1,022 Added 1.06%
97,774 $2.11 Million
Q2 2024

Jul 22, 2024

SELL
$20.73 - $21.09 $69,507 - $70,714
-3,353 Reduced 3.35%
96,752 $2.01 Million
Q1 2024

May 13, 2024

SELL
$20.82 - $21.17 $106,369 - $108,157
-5,109 Reduced 4.86%
100,105 $2.12 Million
Q4 2023

Feb 02, 2024

SELL
$19.82 - $21.16 $159,075 - $169,830
-8,026 Reduced 7.09%
105,214 $2.21 Million
Q3 2023

Nov 08, 2023

BUY
$20.08 - $20.92 $443,928 - $462,499
22,108 Added 24.26%
113,240 $2.28 Million
Q2 2023

Aug 03, 2023

SELL
$20.41 - $21.12 $336,948 - $348,670
-16,509 Reduced 15.34%
91,132 $1.88 Million
Q1 2023

Aug 22, 2023

BUY
$20.41 - $21.34 $206,426 - $215,832
10,114 Added 11.1%
101,246 $2.13 Million
Q1 2023

Jun 14, 2023

BUY
$20.41 - $21.34 $130,521 - $136,469
6,395 Added 6.32%
107,641 $2.27 Million
Q1 2023

May 10, 2023

SELL
$20.41 - $21.34 $130,521 - $136,469
-6,395 Reduced 5.94%
101,246 $2.13 Million
Q4 2022

Aug 30, 2023

BUY
$20.33 - $21.36 $335,627 - $352,632
16,509 Added 18.12%
107,641 $2.2 Million
Q4 2022

Feb 13, 2023

SELL
$20.33 - $21.36 $34,256 - $35,991
-1,685 Reduced 1.54%
107,641 $2.2 Million
Q3 2022

Nov 14, 2022

BUY
$20.71 - $22.47 $120,470 - $130,707
5,817 Added 5.62%
109,326 $2.28 Million
Q2 2022

Aug 15, 2022

SELL
$21.05 - $23.21 $88,052 - $97,087
-4,183 Reduced 3.88%
103,509 $2.23 Million
Q1 2022

May 16, 2022

BUY
$23.11 - $24.62 $2.49 Million - $2.65 Million
107,692 New
107,692 $2.51 Million

Others Institutions Holding DFHY

About DONOGHUE FORLINES TACTICAL HIG


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