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

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 14,014 shares of EQWL stock, worth $1.44 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,014

Previous 7,949 76.3%

Holding current value

$1.44 Million

Previous $751,000 90.81%

% of portfolio

0.02%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$93.07 - $102.32 $564,469 - $620,570	6,065 Added 76.3%	14,014 $1.43 Million
Q2 2024 Jul 22, 2024	BUY	$90.17 - $95.04 $453,735 - $478,241	5,032 Added 172.51%	7,949 $751,000
Q1 2024 May 13, 2024	SELL	$86.61 - $94.89 $9,527 - $10,437	-110 Reduced 3.63%	2,917 $276,000
Q4 2023 Feb 02, 2024	BUY	$74.98 - $87.87 $4,123 - $4,832	55 Added 1.85%	3,027 $265,000
Q3 2023 Nov 08, 2023	BUY	$78.31 - $84.42 $232,737 - $250,896	2,972 New	2,972 $233,000
Q2 2022 Aug 15, 2022	BUY	$69.75 - $83.59 $247,194 - $296,242	3,544 New	3,544 $253,000

Others Institutions Holding EQWL

# of Institutions

108

Shares Held

3.94M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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