Atria Wealth Solutions, Inc. Ishares Tr Global Utils 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 Utils ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 10,314 shares of JXI stock, worth $730,231. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,314

Previous 4,904 110.32%

Holding current value

$730,231

Previous $289,000 113.49%

% of portfolio

0.01%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

610K

Call Options Held

Put Options Held

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About ISHARES TR GLOBAL UTILS ETF

Ticker JXI
Sector ETFs
Industry ETFs

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