Atria Wealth Solutions, Inc. First Tr ETF Iii Instl Pfd Sec Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 23,642 shares of FPEI stock, worth $443,523. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,642
Previous 27,873 15.18%
Holding current value
$443,523
Previous $531,000 16.76%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$18.62 - $19.05 $78,781 - $80,600
-4,231 Reduced 15.18%
23,642 $442,000
Q3 2024

Nov 08, 2024
BUY
$18.36 - $19.08 $306,410 - $318,426
16,689 Added 149.22%
27,873 $531,000
Q2 2024

Jul 22, 2024
SELL
$17.91 - $18.43 $794,684 - $817,757
-44,371 Reduced 79.87%
11,184 $205,000
Q1 2024

May 13, 2024
SELL
$17.7 - $18.26 $140,679 - $145,130
-7,948 Reduced 12.52%
55,555 $1.01 Million
Q4 2023

Feb 02, 2024
SELL
$16.46 - $17.9 $258,701 - $281,334
-15,717 Reduced 19.84%
63,503 $1.13 Million
Q3 2023

Nov 08, 2023
SELL
$16.82 - $17.25 $188,905 - $193,734
-11,231 Reduced 12.42%
79,220 $1.34 Million
Q2 2023

Aug 03, 2023
BUY
$16.43 - $16.99 $1.07 Million - $1.11 Million
65,266 Added 259.15%
90,451 $1.52 Million
Q1 2023

Aug 22, 2023
BUY
$16.1 - $18.84 $94,619 - $110,722
5,877 Added 6.5%
96,328 $1.61 Million
Q1 2023

Jun 14, 2023
SELL
$16.1 - $18.84 $1.15 Million - $1.34 Million
-71,143 Reduced 73.85%
25,185 $421,000
Q1 2023

May 10, 2023
BUY
$16.1 - $18.84 $1.15 Million - $1.34 Million
71,143 Added 282.48%
96,328 $1.61 Million
Q4 2022

Aug 30, 2023
SELL
$17.15 - $18.04 $1.12 Million - $1.18 Million
-65,266 Reduced 72.16%
25,185 $448,000
Q4 2022

Feb 13, 2023
BUY
$17.15 - $18.04 $431,922 - $454,337
25,185 New
25,185 $448,000

Others Institutions Holding FPEI

# of Institutions
182
Shares Held
62.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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