Atria Wealth Solutions, Inc. Donoghue Forlines Tactical Hig Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

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 $2.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

97,774

Previous 96,752 1.06%

Holding current value

$2.09 Million

Previous $2.01 Million 4.87%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

Shares Held

1.95M

Call Options Held

Put Options Held

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About DONOGHUE FORLINES TACTICAL HIG

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Atria Wealth Solutions, Inc. Donoghue Forlines Tactical Hig Transaction History