Atria Wealth Solutions, Inc. Ishares Msci Emerging Mkts Sma Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Aug 22, 2023	BUY	$48.39 - $52.32 $941,766 - $1.02 Million	19,462 New	19,462 $980,000
Q1 2023 Jun 14, 2023	SELL	$48.39 - $52.32 $26,130 - $28,252	-540 Reduced 2.77%	18,922 $953,000
Q1 2023 May 10, 2023	BUY	$48.39 - $52.32 $26,130 - $28,252	540 Added 2.85%	19,462 $980,000
Q4 2022 Aug 30, 2023	BUY	$44.65 - $50.41 $844,867 - $953,858	18,922 New	18,922 $913,000
Q4 2022 Feb 13, 2023	BUY	$44.65 - $50.41 $506,018 - $571,296	11,333 Added 149.33%	18,922 $913,000
Q3 2022 Nov 14, 2022	BUY	$45.04 - $51.31 $341,808 - $389,391	7,589 New	7,589 $344,000
Q2 2022 Aug 15, 2022	SELL	$47.91 - $58.95 $173,721 - $213,752	-3,626 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$52.62 - $60.93 $190,800 - $220,932	3,626 New	3,626 $207,000

Others Institutions Holding EEMS

# of Institutions

121

Shares Held

3.94M

Call Options Held

0

Put Options Held

0

Employees' Retirement Fund Of The City Of Fort Worth Fort Worth, TX

289K
Shares

$17.2 Million
8.4% of portfolio
Morgan Stanley New York, NY

270K
Shares

$16 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

261K
Shares

$15.5 Million
0.0% of portfolio
Old Mission Capital LLC

189K
Shares

$11.2 Million
0.28% of portfolio
State Of Wisconsin Investment Board Madison, WI

164K
Shares

$9.73 Million
0.03% of portfolio

About ISHARES MSCI EMERGING MKTS SMA

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