Atria Wealth Solutions, Inc. Invesco ETF 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
Q1 2024 May 13, 2024	SELL	$42.52 - $46.19 $76,280 - $82,864	-1,794 Reduced 4.78%	35,699 $1.65 Million
Q4 2023 Feb 02, 2024	BUY	$37.43 - $44.39 $46,787 - $55,487	1,250 Added 3.45%	37,493 $1.65 Million
Q3 2023 Nov 08, 2023	BUY	$39.54 - $43.68 $97,742 - $107,976	2,472 Added 7.32%	36,243 $1.45 Million
Q2 2023 Aug 03, 2023	BUY	$39.2 - $41.87 $230,888 - $246,614	5,890 Added 21.13%	33,771 $1.41 Million
Q1 2023 Aug 22, 2023	SELL	$38.83 - $44.8 $134,041 - $154,649	-3,452 Reduced 10.22%	30,319 $1.25 Million
Q1 2023 Jun 14, 2023	SELL	$38.83 - $44.8 $94,667 - $109,222	-2,438 Reduced 8.04%	27,881 $1.15 Million
Q1 2023 May 10, 2023	BUY	$38.83 - $44.8 $94,667 - $109,222	2,438 Added 8.74%	30,319 $1.25 Million
Q4 2022 Aug 30, 2023	SELL	$37.07 - $42.64 $218,342 - $251,149	-5,890 Reduced 17.44%	27,881 $1.12 Million
Q4 2022 Feb 13, 2023	BUY	$37.07 - $42.64 $348,087 - $400,389	9,390 Added 50.78%	27,881 $1.12 Million
Q3 2022 Feb 13, 2023	BUY	$36.94 - $44.79 $120,498 - $146,104	3,262 Added 21.42%	18,491 $699,000
Q3 2022 Nov 14, 2022	BUY	$36.94 - $44.79 $2,216 - $2,687	60 Added 0.4%	15,229 $606,000
Q2 2022 Aug 15, 2022	BUY	$38.38 - $47.14 $90,193 - $110,779	2,350 Added 18.33%	15,169 $595,000
Q1 2022 May 16, 2022	BUY	$43.29 - $47.7 $554,934 - $611,466	12,819 New	12,819 $596,000

Others Institutions Holding EQAL

# of Institutions

81

Shares Held

5.82M

Call Options Held

0

Put Options Held

0

Stifel Financial Corp St. Louis, MO

3.63M
Shares

$177 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

604K
Shares

$29.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

215K
Shares

$10.4 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

161K
Shares

$7.81 Million
0.01% of portfolio
Morgan Stanley New York, NY

139K
Shares

$6.76 Million
0.0% of portfolio

About INVESCO ETF

Ticker EQAL
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