Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$41.62 - $47.6 $230,658 - $263,799	-5,542 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$43.44 - $46.74 $240,744 - $259,033	5,542 New	5,542 $255,000

Others Institutions Holding DJD

# of Institutions

70

Shares Held

2.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

582K
Shares

$31.8 Million
0.01% of portfolio
Cibc World Market Inc. Toronto, A6

518K
Shares

$28.3 Million
0.06% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

221K
Shares

$12 Million
5.57% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$6.92 Million
0.0% of portfolio
Principal Securities, Inc. Des Moines, IA

108K
Shares

$5.88 Million
0.11% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker DJD
Sector ETFs
Industry ETFs

Track This Portfolio

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.