Atria Wealth Solutions, Inc. Donoghue Forlines Risk Managed Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 15,545 shares of DFNV stock, worth $594,285. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,545

Previous 16,011 2.91%

Holding current value

$594,285

Previous $505,000 3.37%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$29.3 - $33.61 $13,653 - $15,662	-466 Reduced 2.91%	15,545 $522,000
Q2 2024 Jul 22, 2024	SELL	$0.0 - $31.57 $0 - $13,259	-420 Reduced 2.56%	16,011 $505,000
Q1 2024 May 13, 2024	SELL	$26.98 - $30.62 $96,588 - $109,619	-3,580 Reduced 17.89%	16,431 $500,000
Q4 2023 Feb 02, 2024	SELL	$23.6 - $28.12 $39,766 - $47,382	-1,685 Reduced 7.77%	20,011 $555,000
Q3 2023 Nov 08, 2023	SELL	$24.54 - $26.7 $22,478 - $24,457	-916 Reduced 4.05%	21,696 $539,000
Q2 2023 Aug 03, 2023	SELL	$22.34 - $25.43 $390,436 - $444,440	-17,477 Reduced 43.6%	22,612 $571,000
Q1 2023 Aug 22, 2023	BUY	$21.92 - $23.55 $284,039 - $305,160	12,958 Added 57.31%	35,570 $835,000
Q1 2023 Jun 14, 2023	BUY	$21.92 - $23.55 $99,056 - $106,422	4,519 Added 12.7%	40,089 $941,000
Q1 2023 May 10, 2023	SELL	$21.92 - $23.55 $99,056 - $106,422	-4,519 Reduced 11.27%	35,570 $835,000
Q4 2022 Aug 30, 2023	BUY	$21.56 - $23.2 $376,804 - $405,466	17,477 Added 77.29%	40,089 $884,000
Q4 2022 Feb 13, 2023	SELL	$21.56 - $23.2 $248,586 - $267,496	-11,530 Reduced 22.34%	40,089 $884,000
Q3 2022 Nov 14, 2022	SELL	$21.8 - $25.31 $31,392 - $36,446	-1,440 Reduced 2.71%	51,619 $1.13 Million
Q2 2022 Aug 15, 2022	SELL	$21.03 - $27.18 $63,005 - $81,431	-2,996 Reduced 5.34%	53,059 $1.17 Million
Q1 2022 May 16, 2022	BUY	$23.88 - $29.22 $1.34 Million - $1.64 Million	56,055 New	56,055 $1.5 Million

Others Institutions Holding DFNV

# of Institutions

Shares Held

1.77M

Call Options Held

Put Options Held

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About DONOGHUE FORLINES RISK MANAGED

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Atria Wealth Solutions, Inc. Donoghue Forlines Risk Managed Transaction History