Atria Wealth Solutions, Inc. Vanguard S&P Mid Cap 400 Value Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 4,075 shares of IVOV stock, worth $373,799. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,075

Previous 4,081 0.15%

Holding current value

$373,799

Previous $390,000 0.26%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$94.54 - $104.98 $567 - $629	-6 Reduced 0.15%	4,075 $389,000
Q3 2024 Nov 08, 2024	SELL	$86.19 - $95.75 $172 - $191	-2 Reduced 0.05%	4,081 $390,000
Q2 2024 Jul 22, 2024	BUY	$83.94 - $90.83 $11,164 - $12,080	133 Added 3.37%	4,083 $357,000
Q1 2024 May 13, 2024	BUY	$83.49 - $90.8 $2,254 - $2,451	27 Added 0.69%	3,950 $358,000
Q4 2023 Feb 02, 2024	BUY	$71.8 - $88.58 $718 - $885	10 Added 0.26%	3,923 $342,000
Q3 2023 Nov 08, 2023	BUY	$76.81 - $85.86 $5,607 - $6,267	73 Added 1.9%	3,913 $304,000
Q2 2023 Aug 03, 2023	BUY	$74.86 - $82.32 $133,550 - $146,858	1,784 Added 86.77%	3,840 $316,000
Q1 2023 Aug 22, 2023	BUY	$74.3 - $176.9 $14,488 - $34,495	195 Added 5.08%	4,035 $317,000
Q1 2023 Jun 14, 2023	SELL	$74.3 - $176.9 $147,039 - $350,085	-1,979 Reduced 49.05%	2,056 $161,000
Q1 2023 May 10, 2023	BUY	$74.3 - $176.9 $147,039 - $350,085	1,979 Added 96.25%	4,035 $317,000
Q4 2022 Aug 30, 2023	SELL	$70.88 - $164.78 $126,449 - $293,967	-1,784 Reduced 46.46%	2,056 $315,000
Q4 2022 Feb 13, 2023	SELL	$70.88 - $164.78 $567 - $1,318	-8 Reduced 0.39%	2,056 $315,000
Q3 2022 Nov 14, 2022	SELL	$69.38 - $82.62 $4,370 - $5,205	-63 Reduced 2.96%	2,064 $286,000
Q2 2022 Aug 15, 2022	SELL	$70.08 - $84.23 $1,401 - $1,684	-20 Reduced 0.93%	2,127 $307,000
Q1 2022 May 16, 2022	BUY	$78.21 - $85.96 $167,916 - $184,556	2,147 New	2,147 $360,000

Others Institutions Holding IVOV

# of Institutions

153

Shares Held

4.64M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
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Atria Wealth Solutions, Inc. Vanguard S&P Mid Cap 400 Value Transaction History