Atria Wealth Solutions, Inc. First Tr Value Line Divid Inde Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 447,755 shares of FVD stock, worth $19.8 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

447,755

Previous 516,592 13.33%

Holding current value

$19.8 Million

Previous $23.5 Million 16.85%

% of portfolio

0.22%

Previous 0.26%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$43.4 - $46.7 $2.99 Million - $3.21 Million	-68,837 Reduced 13.33%	447,755 $19.5 Million
Q3 2024 Nov 08, 2024	SELL	$40.45 - $45.49 $446,244 - $501,845	-11,032 Reduced 2.09%	516,592 $23.5 Million
Q2 2024 Jul 22, 2024	SELL	$39.94 - $42.43 $3.19 Million - $3.39 Million	-79,803 Reduced 13.14%	527,624 $21.5 Million
Q1 2024 May 13, 2024	SELL	$39.94 - $42.23 $5 Million - $5.29 Million	-125,173 Reduced 17.09%	607,427 $25.7 Million
Q4 2023 Feb 02, 2024	SELL	$36.09 - $40.63 $7.79 Million - $8.77 Million	-215,752 Reduced 22.75%	732,600 $29.7 Million
Q3 2023 Nov 08, 2023	SELL	$37.39 - $41.11 $3.84 Million - $4.22 Million	-102,654 Reduced 9.77%	948,352 $35.5 Million
Q2 2023 Aug 03, 2023	BUY	$38.66 - $40.72 $2.53 Million - $2.67 Million	65,564 Added 6.65%	1,051,006 $42.1 Million
Q1 2023 Aug 22, 2023	SELL	$38.43 - $41.37 $283,574 - $305,269	-7,379 Reduced 0.7%	1,043,627 $41.9 Million
Q1 2023 Jun 14, 2023	SELL	$38.43 - $41.37 $2.24 Million - $2.41 Million	-58,185 Reduced 5.58%	985,442 $39.6 Million
Q1 2023 May 10, 2023	BUY	$38.43 - $41.37 $2.19 Million - $2.36 Million	57,095 Added 5.79%	1,043,627 $41.9 Million
Q4 2022 Aug 30, 2023	SELL	$35.61 - $41.46 $2.33 Million - $2.72 Million	-65,564 Reduced 6.24%	985,442 $39.3 Million
Q4 2022 Feb 13, 2023	BUY	$35.61 - $41.46 $3.07 Million - $3.57 Million	86,185 Added 9.57%	986,532 $39.4 Million
Q3 2022 Feb 13, 2023	BUY	$35.79 - $42.23 $3.38 Million - $3.99 Million	94,562 Added 11.74%	900,347 $33.5 Million
Q3 2022 Nov 14, 2022	BUY	$35.79 - $42.23 $1.74 Million - $2.05 Million	48,485 Added 6.4%	805,785 $29.8 Million
Q2 2022 Aug 15, 2022	BUY	$37.24 - $43.02 $6.39 Million - $7.38 Million	171,588 Added 29.3%	757,300 $29.4 Million
Q1 2022 May 16, 2022	BUY	$39.95 - $43.09 $23.4 Million - $25.2 Million	585,712 New	585,712 $24.8 Million

Others Institutions Holding FVD

# of Institutions

636

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Atria Wealth Solutions, Inc. First Tr Value Line Divid Inde Transaction History