Atria Wealth Solutions, Inc. Spdr Bloomberg Investment Grad Transaction History

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 61,646 shares of FLRN stock, worth $1.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
61,646
Previous 66,185 6.86%
Holding current value
$1.9 Million
Previous $2.04 Million 6.86%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$30.55 - $30.85 $138,666 - $140,028
-4,539 Reduced 6.86%
61,646 $1.9 Million
Q2 2024

Jul 22, 2024
BUY
$30.69 - $30.88 $479,224 - $482,191
15,615 Added 30.88%
66,185 $2.04 Million
Q1 2024

May 13, 2024
BUY
$30.59 - $30.83 $108,992 - $109,847
3,563 Added 7.58%
50,570 $1.56 Million
Q4 2023

Feb 02, 2024
SELL
$30.49 - $30.71 $1.33 Million - $1.34 Million
-43,521 Reduced 48.07%
47,007 $1.44 Million
Q3 2023

Nov 08, 2023
SELL
$30.51 - $30.73 $1.66 Million - $1.67 Million
-54,342 Reduced 37.51%
90,528 $2.78 Million
Q2 2023

Aug 03, 2023
SELL
$30.33 - $30.69 $2.3 Million - $2.33 Million
-75,803 Reduced 34.35%
144,870 $4.45 Million
Q1 2023

Aug 22, 2023
BUY
$29.96 - $30.68 $2.45 Million - $2.51 Million
81,931 Added 56.55%
226,801 $6.9 Million
Q1 2023

Jun 14, 2023
SELL
$29.96 - $30.68 $183,594 - $188,007
-6,128 Reduced 2.7%
220,673 $6.72 Million
Q1 2023

May 10, 2023
BUY
$29.96 - $30.68 $183,594 - $188,007
6,128 Added 2.78%
226,801 $6.9 Million
Q4 2022

Aug 30, 2023
BUY
$30.19 - $30.41 $2.29 Million - $2.31 Million
75,803 Added 52.32%
220,673 $6.71 Million
Q4 2022

Feb 13, 2023
BUY
$30.19 - $30.41 $1.63 Million - $1.64 Million
53,959 Added 32.37%
220,673 $6.71 Million
Q3 2022

Feb 13, 2023
BUY
$30.11 - $30.44 $2.94 Million - $2.97 Million
97,485 Added 140.82%
166,714 $0
Q3 2022

Nov 14, 2022
BUY
$30.11 - $30.44 $620,025 - $626,820
20,592 Added 42.34%
69,229 $2.09 Million
Q2 2022

Aug 15, 2022
SELL
$30.11 - $30.51 $215,557 - $218,421
-7,159 Reduced 12.83%
48,637 $1.46 Million
Q1 2022

May 16, 2022
BUY
$30.36 - $30.62 $1.69 Million - $1.71 Million
55,796 New
55,796 $1.7 Million

Others Institutions Holding FLRN

# of Institutions
337
Shares Held
53.6M
Call Options Held
1.4K
Put Options Held
200
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

FLRN Quotes by TradingView
  • Ticker FLRN
  • Sector ETFs
  • Industry ETFs
More about FLRN
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email