Atria Wealth Solutions, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 17,695 shares of JAVA stock, worth $1.05 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,695

Previous 17,795 0.56%

Holding current value

$1.05 Million

Previous $989,000 7.08%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$54.39 - $59.89 $5,439 - $5,989	-100 Reduced 0.56%	17,695 $1.06 Million
Q4 2023 Feb 02, 2024	BUY	$48.63 - $55.81 $186,933 - $214,533	3,844 Added 27.55%	17,795 $989,000
Q3 2023 Nov 08, 2023	BUY	$51.26 - $55.09 $32,293 - $34,706	630 Added 4.73%	13,951 $715,000
Q2 2023 Aug 03, 2023	BUY	$50.18 - $53.15 $357,833 - $379,012	7,131 Added 115.2%	13,321 $708,000
Q1 2023 Aug 22, 2023	SELL	$49.25 - $54.28 $62,892 - $69,315	-1,277 Reduced 9.59%	12,044 $620,000

Q1 2023 Jun 14, 2023	SELL	$49.25 - $54.28 $288,309 - $317,755	-5,854 Reduced 48.61%	6,190 $318,000
Q1 2023 May 10, 2023	BUY	$49.25 - $54.28 $288,309 - $317,755	5,854 Added 94.57%	12,044 $620,000
Q4 2022 Aug 30, 2023	SELL	$50.4 - $53.81 $359,402 - $383,719	-7,131 Reduced 53.53%	6,190 $317,000
Q4 2022 Feb 13, 2023	BUY	$50.4 - $53.81 $311,976 - $333,083	6,190 New	6,190 $317,000

Others Institutions Holding JAVA

# of Institutions

142

Shares Held

14.3M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

More about JAVA

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. Jp Morgan ETF Fd Tr Active Val Transaction History