Atria Wealth Solutions, Inc. Global X Fds Global X Autonomo Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	SELL	$22.32 - $24.98 $98,743 - $110,511	-4,424 Reduced 32.67%	9,116 $214,000
Q1 2024 May 13, 2024	SELL	$22.49 - $24.7 $64,231 - $70,543	-2,856 Reduced 17.42%	13,540 $334,000
Q4 2023 Feb 02, 2024	SELL	$20.79 - $25.09 $70,789 - $85,431	-3,405 Reduced 17.2%	16,396 $404,000
Q3 2023 Nov 08, 2023	SELL	$23.02 - $27.76 $56,813 - $68,511	-2,468 Reduced 11.08%	19,801 $465,000
Q2 2023 Aug 03, 2023	SELL	$21.82 - $26.45 $95,222 - $115,427	-4,364 Reduced 16.39%	22,269 $579,000
Q1 2023 Aug 22, 2023	BUY	$19.92 - $24.93 $38,206 - $47,815	1,918 Added 8.61%	24,187 $576,000
Q1 2023 Jun 14, 2023	BUY	$19.92 - $24.93 $48,724 - $60,978	2,446 Added 10.11%	26,633 $634,000
Q1 2023 May 10, 2023	SELL	$19.92 - $24.93 $48,724 - $60,978	-2,446 Reduced 9.18%	24,187 $576,000
Q4 2022 Aug 30, 2023	BUY	$19.39 - $23.39 $84,617 - $102,073	4,364 Added 19.6%	26,633 $529,000
Q4 2022 Feb 13, 2023	BUY	$19.39 - $23.39 $33,253 - $40,113	1,715 Added 6.88%	26,633 $529,000
Q3 2022 Nov 14, 2022	SELL	$20.12 - $26.11 $73,317 - $95,144	-3,644 Reduced 12.76%	24,918 $501,000
Q2 2022 Aug 15, 2022	BUY	$21.47 - $28.3 $357,754 - $471,562	16,663 Added 140.04%	28,562 $616,000
Q1 2022 May 16, 2022	BUY	$23.97 - $31.55 $285,219 - $375,413	11,899 New	11,899 $328,000

Others Institutions Holding DRIV

# of Institutions

157

Shares Held

4.23M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.4 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

479K
Shares

$11.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$7.98 Million
0.0% of portfolio
Cx Institutional

213K
Shares

$4.94 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.9 Million
0.15% of portfolio

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