Atria Wealth Solutions, Inc. Ishares Currency Hedged Msci E Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 155,234 shares of HEFA stock, worth $5.4 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

155,234

Previous 310,494 50.0%

Holding current value

$5.4 Million

Previous $11 Million 50.2%

% of portfolio

0.06%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$32.34 - $35.85 $5.02 Million - $5.57 Million	-155,260 Reduced 50.0%	155,234 $5.5 Million
Q2 2024 Jul 22, 2024	SELL	$33.83 - $35.94 $1.81 Million - $1.93 Million	-53,620 Reduced 14.73%	310,494 $11 Million
Q1 2024 May 13, 2024	BUY	$31.29 - $34.9 $7.95 Million - $8.86 Million	253,940 Added 230.49%	364,114 $12.7 Million
Q4 2023 Feb 02, 2024	SELL	$28.86 - $31.76 $188,484 - $207,424	-6,531 Reduced 5.6%	110,174 $3.47 Million
Q3 2023 Nov 08, 2023	BUY	$29.54 - $30.96 $137,567 - $144,180	4,657 Added 4.16%	116,705 $3.51 Million
Q2 2023 Aug 03, 2023	BUY	$29.32 - $31.08 $393,357 - $416,969	13,416 Added 13.6%	112,048 $3.47 Million
Q1 2023 Aug 22, 2023	SELL	$27.47 - $29.65 $17,251 - $18,620	-628 Reduced 0.56%	111,420 $3.28 Million
Q1 2023 Jun 14, 2023	SELL	$27.47 - $29.65 $351,286 - $379,164	-12,788 Reduced 11.48%	98,632 $2.91 Million
Q1 2023 May 10, 2023	BUY	$27.47 - $29.65 $95,458 - $103,033	3,475 Added 3.22%	111,420 $3.28 Million
Q4 2022 Aug 30, 2023	SELL	$27.0 - $34.09 $362,232 - $457,351	-13,416 Reduced 11.97%	98,632 $2.66 Million
Q4 2022 Feb 13, 2023	BUY	$27.0 - $34.09 $1.18 Million - $1.49 Million	43,788 Added 68.25%	107,945 $2.91 Million
Q3 2022 Feb 13, 2023	SELL	$29.89 - $33.24 $2,809 - $3,124	-94 Reduced 0.15%	64,157 $1.95 Million
Q3 2022 Nov 14, 2022	SELL	$29.89 - $33.24 $541,606 - $602,308	-18,120 Reduced 22.0%	64,251 $1.94 Million
Q2 2022 Aug 15, 2022	BUY	$31.04 - $34.59 $753,682 - $839,879	24,281 Added 41.8%	82,371 $2.62 Million
Q1 2022 May 16, 2022	BUY	$30.88 - $35.96 $1.79 Million - $2.09 Million	58,090 New	58,090 $1.97 Million

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

138M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
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Atria Wealth Solutions, Inc. Ishares Currency Hedged Msci E Transaction History