Atria Wealth Solutions, Inc. Northern Lts Fd Tr Iv Inspire Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 15,208 shares of IBD stock, worth $361,037. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,208

Previous 9,811 55.01%

Holding current value

$361,037

Previous $229,000 57.64%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$23.28 - $23.95 $125,642 - $129,258	5,397 Added 55.01%	15,208 $361,000
Q4 2024 Jan 31, 2025	BUY	$23.42 - $24.2 $5,316 - $5,493	227 Added 2.37%	9,811 $229,000
Q3 2024 Nov 08, 2024	BUY	$23.25 - $24.3 $23,040 - $24,081	991 Added 11.53%	9,584 $230,000
Q2 2024 Jul 22, 2024	SELL	$23.04 - $23.52 $846,558 - $864,195	-36,743 Reduced 81.05%	8,593 $200,000
Q1 2024 May 13, 2024	BUY	$23.26 - $23.99 $29,679 - $30,611	1,276 Added 2.9%	45,336 $1.06 Million
Q4 2023 Feb 02, 2024	SELL	$22.22 - $23.69 $14,687 - $15,659	-661 Reduced 1.48%	44,060 $1.04 Million
Q3 2023 Nov 08, 2023	SELL	$22.56 - $23.35 $88,096 - $91,181	-3,905 Reduced 8.03%	44,721 $1.01 Million
Q2 2023 Aug 03, 2023	BUY	$23.0 - $23.5 $86,733 - $88,618	3,771 Added 8.41%	48,626 $1.12 Million
Q1 2023 Aug 22, 2023	BUY	$22.81 - $23.65 $9,967 - $10,335	437 Added 0.9%	49,063 $1.15 Million
Q1 2023 Jun 14, 2023	SELL	$22.81 - $23.65 $95,984 - $99,519	-4,208 Reduced 8.58%	44,855 $1.05 Million
Q1 2023 May 10, 2023	BUY	$22.81 - $23.65 $95,984 - $99,519	4,208 Added 9.38%	49,063 $1.15 Million
Q4 2022 Aug 30, 2023	SELL	$22.24 - $23.31 $83,867 - $87,902	-3,771 Reduced 7.76%	44,855 $1.03 Million
Q4 2022 Feb 13, 2023	BUY	$22.24 - $23.31 $169,335 - $177,482	7,614 Added 20.45%	44,855 $1.03 Million
Q3 2022 Nov 14, 2022	BUY	$22.52 - $23.95 $9,751 - $10,370	433 Added 1.18%	37,241 $844,000
Q2 2022 Aug 15, 2022	BUY	$22.99 - $24.35 $14,345 - $15,194	624 Added 1.72%	36,808 $861,000
Q1 2022 May 16, 2022	BUY	$24.2 - $25.67 $875,652 - $928,843	36,184 New	36,184 $882,000

Others Institutions Holding IBD

# of Institutions

Shares Held

12.1M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

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Atria Wealth Solutions, Inc. Northern Lts Fd Tr Iv Inspire Transaction History