Atria Wealth Solutions, Inc. Ishares Tr Fltg Rate Nt ETF Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 525,021 shares of FLOT stock, worth $26.8 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

525,021

Previous 366,751 43.15%

Holding current value

$26.8 Million

Previous $18.7 Million 43.63%

% of portfolio

0.34%

Previous 0.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$50.87 - $51.09 $8.05 Million - $8.09 Million	158,270 Added 43.15%	525,021 $26.8 Million
Q4 2024 Jan 31, 2025	SELL	$50.73 - $51.08 $178,468 - $179,699	-3,518 Reduced 0.95%	366,751 $18.7 Million
Q3 2024 Nov 08, 2024	BUY	$50.63 - $51.11 $2.28 Million - $2.3 Million	45,082 Added 13.86%	370,269 $18.9 Million
Q2 2024 Jul 22, 2024	SELL	$50.82 - $51.15 $978,844 - $985,200	-19,261 Reduced 5.59%	325,187 $16.6 Million
Q1 2024 May 13, 2024	BUY	$50.64 - $51.08 $137,791 - $138,988	2,721 Added 0.8%	344,448 $17.6 Million
Q4 2023 Feb 02, 2024	SELL	$50.48 - $50.89 $1.18 Million - $1.19 Million	-23,331 Reduced 6.39%	341,727 $17.3 Million
Q3 2023 Nov 08, 2023	SELL	$50.56 - $50.89 $154,258 - $155,265	-3,051 Reduced 0.83%	365,058 $18.6 Million
Q2 2023 Aug 03, 2023	BUY	$50.19 - $50.83 $8.45 Million - $8.56 Million	168,383 Added 84.31%	368,109 $18.7 Million
Q1 2023 Aug 22, 2023	SELL	$49.51 - $50.8 $479,009 - $491,490	-9,675 Reduced 2.63%	358,434 $18.1 Million
Q1 2023 Jun 14, 2023	SELL	$49.51 - $50.8 $7.86 Million - $8.06 Million	-158,708 Reduced 44.28%	199,726 $10.1 Million
Q1 2023 May 10, 2023	BUY	$49.51 - $50.8 $7.86 Million - $8.06 Million	158,708 Added 79.46%	358,434 $18.1 Million
Q4 2022 Aug 30, 2023	SELL	$50.02 - $50.42 $8.42 Million - $8.49 Million	-168,383 Reduced 45.74%	199,726 $10.1 Million
Q4 2022 Feb 13, 2023	SELL	$50.02 - $50.42 $12,054 - $12,151	-241 Reduced 0.12%	199,726 $10.1 Million
Q3 2022 Feb 13, 2023	SELL	$49.85 - $50.45 $27,467 - $27,797	-551 Reduced 0.27%	199,967 $0
Q3 2022 Nov 14, 2022	BUY	$49.85 - $50.45 $268,641 - $271,875	5,389 Added 2.76%	200,518 $10.1 Million
Q2 2022 Aug 15, 2022	BUY	$49.77 - $50.57 $5.43 Million - $5.52 Million	109,081 Added 126.77%	195,129 $9.74 Million
Q1 2022 May 16, 2022	BUY	$50.35 - $50.74 $4.33 Million - $4.37 Million	86,048 New	86,048 $4.35 Million

Others Institutions Holding FLOT

# of Institutions

716

Shares Held

152M

Call Options Held

Put Options Held

View Full List

About ISHARES TR FLTG RATE NT ETF

Ticker FLOT
Sector ETFs
Industry ETFs

More about FLOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Ishares Tr Fltg Rate Nt ETF Transaction History