Atria Wealth Solutions, Inc. Goldman Sachs ETF Tr Future Te Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Aug 22, 2023	BUY	$20.78 - $25.19 $1.18 Million - $1.43 Million	56,765 New	56,765 $1.36 Million
Q1 2023 Jun 14, 2023	SELL	$20.78 - $25.19 $30,484 - $36,953	-1,467 Reduced 2.58%	55,298 $1.33 Million
Q1 2023 May 10, 2023	BUY	$20.78 - $25.19 $30,484 - $36,953	1,467 Added 2.65%	56,765 $1.36 Million
Q4 2022 Aug 30, 2023	BUY	$19.48 - $22.95 $1.08 Million - $1.27 Million	55,298 New	55,298 $1.16 Million
Q4 2022 Feb 13, 2023	BUY	$19.48 - $22.95 $12,837 - $15,124	659 Added 1.21%	55,298 $1.16 Million
Q3 2022 Nov 14, 2022	SELL	$20.96 - $26.65 $9,243 - $11,752	-441 Reduced 0.8%	54,639 $1.15 Million
Q2 2022 Aug 15, 2022	BUY	$22.56 - $32.03 $269,456 - $382,566	11,944 Added 27.69%	55,080 $1.26 Million
Q1 2022 May 16, 2022	BUY	$27.36 - $39.13 $1.18 Million - $1.69 Million	43,136 New	43,136 $1.35 Million

Others Institutions Holding GTEK

# of Institutions

30

Shares Held

2.35M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

1.08M
Shares

$35.7 Million
0.01% of portfolio
Heartwood Wealth Advisors LLC

586K
Shares

$19.3 Million
1.99% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

255K
Shares

$8.41 Million
0.01% of portfolio
Cassia Capital Partners, LLC Winston Salem, NC

96.3K
Shares

$3.18 Million
1.94% of portfolio
Jane Street Group, LLC New York, NY

92.7K
Shares

$3.06 Million
0.0% of portfolio

About GOLDMAN SACHS ETF TR FUTURE TE

Ticker GTEK
Sector ETFs
Industry ETFs

More about GTEK

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.