Atria Wealth Solutions, Inc. Ishares Morningstar Small Cap Transaction History

Atria Wealth Solutions, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$42.78 - $46.46 $279,310 - $303,337	6,529 Added 9.89%	72,524 $3.3 Million
Q1 2024 May 13, 2024	BUY	$41.98 - $46.57 $109,483 - $121,454	2,608 Added 4.11%	65,995 $3.07 Million
Q4 2023 Feb 02, 2024	BUY	$35.43 - $44.69 $7,971 - $10,055	225 Added 0.36%	63,387 $2.79 Million
Q3 2023 Nov 08, 2023	BUY	$38.15 - $43.33 $87,630 - $99,529	2,297 Added 3.77%	63,162 $2.45 Million
Q2 2023 Aug 03, 2023	BUY	$37.58 - $41.41 $2.29 Million - $2.52 Million	60,865 New	60,865 $2.52 Million
Q2 2022 Aug 15, 2022	SELL	$33.74 - $44.96 $159,691 - $212,795	-4,733 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$40.3 - $50.07 $190,739 - $236,981	4,733 New	4,733 $209,000

131

7.21M

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.