Atria Wealth Solutions, Inc. First Tr ETF Viii Tcw Opportun Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 270,764 shares of FIXD stock, worth $11.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

270,764

Previous 263,696 2.68%

Holding current value

$11.8 Million

Previous $11.5 Million 1.38%

% of portfolio

0.13%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$42.01 - $43.6 $296,926 - $308,164	7,068 Added 2.68%	270,764 $11.7 Million
Q1 2024 May 13, 2024	SELL	$43.25 - $44.65 $1.3 Million - $1.34 Million	-30,039 Reduced 10.23%	263,696 $11.5 Million
Q4 2023 Feb 02, 2024	BUY	$40.92 - $44.8 $1.71 Million - $1.87 Million	41,719 Added 16.55%	293,735 $13.1 Million
Q3 2023 Nov 08, 2023	BUY	$41.98 - $44.5 $1.23 Million - $1.3 Million	29,229 Added 13.12%	252,016 $10.6 Million
Q2 2023 Aug 03, 2023	BUY	$44.02 - $45.59 $418,013 - $432,922	9,496 Added 4.45%	222,787 $9.84 Million
Q1 2023 Aug 22, 2023	SELL	$43.57 - $45.9 $724,133 - $762,858	-16,620 Reduced 7.46%	206,167 $9.29 Million
Q1 2023 Jun 14, 2023	BUY	$43.57 - $45.9 $310,392 - $326,991	7,124 Added 3.46%	213,291 $9.61 Million
Q1 2023 May 10, 2023	SELL	$43.57 - $45.9 $434,000 - $457,209	-9,961 Reduced 4.61%	206,167 $9.29 Million
Q4 2022 Aug 30, 2023	SELL	$42.11 - $45.11 $399,876 - $428,364	-9,496 Reduced 4.26%	213,291 $9.37 Million
Q4 2022 Feb 13, 2023	SELL	$42.11 - $45.11 $318,646 - $341,347	-7,567 Reduced 3.38%	216,128 $9.49 Million
Q3 2022 Feb 13, 2023	SELL	$43.21 - $47.71 $914,323 - $1.01 Million	-21,160 Reduced 8.64%	223,695 $9.85 Million
Q3 2022 Nov 14, 2022	BUY	$43.21 - $47.71 $3.24 Million - $3.58 Million	75,095 Added 44.24%	244,855 $10.9 Million
Q2 2022 Aug 15, 2022	SELL	$45.24 - $49.52 $516,957 - $565,865	-11,427 Reduced 6.31%	169,760 $7.87 Million
Q1 2022 May 16, 2022	BUY	$49.18 - $52.9 $8.91 Million - $9.58 Million	181,187 New	181,187 $8.98 Million

Others Institutions Holding FIXD

# of Institutions

352

Shares Held

97.9M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
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Atria Wealth Solutions, Inc. First Tr ETF Viii Tcw Opportun Transaction History