Atria Wealth Solutions, Inc. Donoghue Forlines Risk Managed Transaction History
Atria Wealth Solutions, Inc.
- $8.79 Billion
- Q2 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 16,011 shares of DFNV stock, worth $533,166. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,011
Previous 16,431
2.56%
Holding current value
$533,166
Previous $500,000
1.0%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding DFNV
# of Institutions
21Shares Held
1.82MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc747KShares$24.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL251KShares$8.35 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA245KShares$8.14 Million0.03% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL144KShares$4.8 Million0.29% of portfolio
-
Donoghue Forlines LLC144KShares$4.79 Million1.33% of portfolio