Atria Wealth Solutions, Inc. Ishares Tr Global Energy ETF Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,604 shares of IXC stock, worth $234,359. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,604

Previous 95,851 94.15%

Holding current value

$234,359

Previous $4.12 Million 94.36%

% of portfolio

0.0%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$39.86 - $44.76 $3.6 Million - $4.04 Million	-90,247 Reduced 94.15%	5,604 $232,000
Q1 2024 May 13, 2024	SELL	$37.37 - $42.95 $1.39 Million - $1.6 Million	-37,267 Reduced 28.0%	95,851 $4.12 Million
Q4 2023 Feb 02, 2024	BUY	$38.15 - $42.12 $5.08 Million - $5.61 Million	133,118 New	133,118 $5.21 Million
Q2 2023 Aug 03, 2023	BUY	$35.5 - $40.09 $1.71 Million - $1.93 Million	48,185 New	48,185 $1.79 Million
Q1 2023 Aug 22, 2023	BUY	$34.92 - $41.17 $47,176 - $55,620	1,351 Added 2.8%	49,536 $1.87 Million
Q1 2023 May 10, 2023	BUY	$34.92 - $41.17 $1.73 Million - $2.04 Million	49,536 New	49,536 $1.87 Million
Q2 2022 Aug 15, 2022	BUY	$32.89 - $42.6 $195,136 - $252,745	5,933 New	5,933 $201,000

Others Institutions Holding IXC

# of Institutions

431

Shares Held

33.7M

Call Options Held

31.1K

Put Options Held

300

View Full List

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

More about IXC

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.

Account

Atria Wealth Solutions, Inc. Ishares Tr Global Energy ETF Transaction History