Atria Wealth Solutions, Inc. Ishares Tr Global Consumer Sta Transaction History

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Global Consumer Sta stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,372 shares of KXI stock, worth $726,898. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,372
Previous 11,844 3.99%
Holding current value
$726,898
Previous $711,000 5.06%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$59.84 - $66.17 $28,244 - $31,232
-472 Reduced 3.99%
11,372 $747,000
Q2 2024

Jul 22, 2024
BUY
$58.02 - $62.89 $383,454 - $415,640
6,609 Added 126.25%
11,844 $711,000
Q1 2024

May 13, 2024
SELL
$58.26 - $61.03 $795,656 - $833,486
-13,657 Reduced 72.29%
5,235 $319,000
Q4 2023

Feb 02, 2024
SELL
$55.14 - $59.83 $185,546 - $201,327
-3,365 Reduced 15.12%
18,892 $1.12 Million
Q3 2023

Nov 08, 2023
BUY
$56.84 - $62.6 $141,417 - $155,748
2,488 Added 12.59%
22,257 $1.27 Million
Q2 2023

Aug 03, 2023
BUY
$59.55 - $64.56 $795,528 - $862,457
13,359 Added 208.41%
19,769 $1.21 Million
Q1 2023

Aug 22, 2023
BUY
$58.39 - $61.95 $443,063 - $470,076
7,588 Added 38.38%
27,357 $1.69 Million
Q1 2023

Jun 14, 2023
SELL
$58.39 - $61.95 $1.22 Million - $1.3 Million
-20,947 Reduced 76.57%
6,410 $397,000
Q1 2023

May 10, 2023
BUY
$58.39 - $61.95 $1.22 Million - $1.3 Million
20,947 Added 326.79%
27,357 $1.69 Million
Q4 2022

Aug 30, 2023
SELL
$53.29 - $62.13 $711,901 - $829,994
-13,359 Reduced 67.58%
6,410 $382,000
Q2 2022

Aug 15, 2022
BUY
$55.23 - $64.48 $354,024 - $413,316
6,410 New
6,410 $371,000

Others Institutions Holding KXI

# of Institutions
130
Shares Held
6.62M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR GLOBAL CONSUMER STA

KXI Quotes by TradingView
  • Ticker KXI
  • Sector ETFs
  • Industry ETFs
More about KXI
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email