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

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$56.33 - $64.81 $304,745 - $350,622	5,410 Added 110.32%	10,314 $617,000
Q1 2024 May 13, 2024	SELL	$54.34 - $59.61 $19,834 - $21,757	-365 Reduced 6.93%	4,904 $289,000
Q4 2023 Feb 02, 2024	BUY	$51.66 - $60.75 $206 - $243	4 Added 0.08%	5,269 $307,000
Q2 2023 Aug 03, 2023	SELL	$58.87 - $62.93 $1,766 - $1,887	-30 Reduced 0.57%	5,265 $314,000
Q1 2023 Aug 22, 2023	BUY	$56.48 - $61.83 $1,694 - $1,854	30 Added 0.57%	5,295 $320,000
Q4 2022 Aug 30, 2023	BUY	$51.65 - $62.09 $1,549 - $1,862	30 Added 0.57%	5,295 $318,000
Q4 2022 Feb 13, 2023	BUY	$51.65 - $62.09 $154 - $186	3 Added 0.06%	5,295 $318,000
Q2 2022 Aug 15, 2022	BUY	$56.85 - $67.49 $114,325 - $135,722	2,011 Added 61.29%	5,292 $318,000
Q1 2022 May 16, 2022	BUY	$59.84 - $65.84 $196,335 - $216,021	3,281 New	3,281 $216,000

Others Institutions Holding JXI

# of Institutions

56

Shares Held

520K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

81.6K
Shares

$5.27 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

78K
Shares

$5.04 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

30.8K
Shares

$1.99 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

27.9K
Shares

$1.8 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

26.8K
Shares

$1.73 Million
0.0% of portfolio

About ISHARES TR GLOBAL UTILS ETF

Ticker JXI
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