Atria Wealth Solutions, Inc. First Tr Exchange Traded Fd Fi Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,614 shares of FXZ stock, worth $353,569. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,614

Previous 3,972 41.34%

Holding current value

$353,569

Previous $257,000 46.3%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$61.2 - $67.95 $100,490 - $111,573	1,642 Added 41.34%	5,614 $376,000
Q2 2024 Jul 22, 2024	BUY	$64.71 - $72.04 $257,028 - $286,142	3,972 New	3,972 $257,000
Q2 2023 Aug 03, 2023	SELL	$57.64 - $65.59 $55,161 - $62,769	-957 Reduced 22.97%	3,209 $205,000
Q1 2023 Jun 14, 2023	BUY	$60.62 - $71.94 $252,542 - $299,702	4,166 New	4,166 $272,000
Q4 2022 Aug 30, 2023	BUY	$53.53 - $65.39 $51,228 - $62,578	957 Added 29.82%	4,166 $252,000
Q4 2022 Feb 13, 2023	SELL	$53.53 - $65.39 $13,275 - $16,216	-248 Reduced 5.62%	4,166 $252,000
Q3 2022 Nov 14, 2022	SELL	$50.77 - $65.56 $367,828 - $474,982	-7,245 Reduced 62.14%	4,414 $229,000
Q2 2022 Aug 15, 2022	BUY	$56.05 - $74.6 $653,486 - $869,761	11,659 New	11,659 $659,000

Others Institutions Holding FXZ

# of Institutions

123

Shares Held

3.07M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. First Tr Exchange Traded Fd Fi Transaction History