Atria Wealth Solutions, Inc. Spdr Euro Stoxx 50 ETF Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$41.45 - $47.23 $82 - $94	2 Added 0.03%	6,399 $268,000
Q2 2023 Aug 03, 2023	SELL	$44.04 - $46.71 $357,208 - $378,864	-8,111 Reduced 55.91%	6,397 $294,000
Q1 2023 Aug 22, 2023	BUY	$39.27 - $44.9 $492,170 - $562,731	12,533 Added 195.92%	18,930 $849,000
Q1 2023 Jun 14, 2023	SELL	$39.27 - $44.9 $173,651 - $198,547	-4,422 Reduced 23.36%	14,508 $651,000
Q1 2023 May 10, 2023	BUY	$39.27 - $44.9 $173,651 - $198,547	4,422 Added 30.48%	18,930 $849,000
Q4 2022 Aug 30, 2023	BUY	$30.89 - $40.59 $250,548 - $329,225	8,111 Added 126.79%	14,508 $561,000
Q4 2022 Feb 13, 2023	BUY	$30.89 - $40.59 $124,301 - $163,334	4,024 Added 38.38%	14,508 $561,000
Q3 2022 Nov 14, 2022	BUY	$30.53 - $37.41 $52,603 - $64,457	1,723 Added 19.67%	10,484 $322,000
Q2 2022 Aug 15, 2022	BUY	$34.79 - $41.7 $33,920 - $40,657	975 Added 12.52%	8,761 $305,000
Q1 2022 May 16, 2022	BUY	$36.2 - $47.38 $281,853 - $368,900	7,786 New	7,786 $320,000

Others Institutions Holding FEZ

# of Institutions

277

Shares Held

32.1M

Call Options Held

1.39M

Put Options Held

2.78M

Jpmorgan Chase & CO New York, NY

11.2M
Shares

$541 Million
0.05% of portfolio
Morgan Stanley New York, NY

3.11M
Shares

$151 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.5M
Shares

$121 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.05M
Shares

$51 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.04M
Shares

$50.3 Million
0.01% of portfolio

About SPDR EURO STOXX 50 ETF

Ticker FEZ
Sector ETFs
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