Atria Wealth Solutions, Inc. Indexiq Active ETF Tr Iq Macka Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	SELL	$23.83 - $24.65 $28,524 - $29,506	-1,197 Reduced 11.19%	9,502 $230,000
Q1 2023 Jun 14, 2023	BUY	$23.69 - $24.7 $253,459 - $264,265	10,699 New	10,699 $261,000
Q4 2022 Aug 30, 2023	BUY	$22.57 - $24.23 $27,016 - $29,003	1,197 Added 12.6%	10,699 $254,000
Q4 2022 Feb 13, 2023	BUY	$22.57 - $24.23 $20,674 - $22,194	916 Added 9.36%	10,699 $254,000
Q3 2022 Feb 13, 2023	BUY	$22.92 - $25.0 $550 - $600	24 Added 0.25%	9,783 $0
Q3 2022 Nov 14, 2022	SELL	$22.92 - $25.0 $1.25 Million - $1.36 Million	-54,480 Reduced 84.81%	9,759 $238,000
Q2 2022 Aug 15, 2022	BUY	$23.88 - $25.63 $146,050 - $156,753	6,116 Added 10.52%	64,239 $1.56 Million
Q1 2022 May 16, 2022	BUY	$25.51 - $27.51 $1.48 Million - $1.6 Million	58,123 New	58,123 $1.49 Million

Others Institutions Holding MMIN

# of Institutions

59

Shares Held

15.5M

Call Options Held

0

Put Options Held

0

Orgel Wealth Management, LLC

6.32M
Shares

$151 Million
4.04% of portfolio
Morgan Stanley New York, NY

2.08M
Shares

$49.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.23M
Shares

$29.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

933K
Shares

$22.3 Million
0.01% of portfolio
Cornerstone Advisors Asset Management, Inc Bethlehem, PA

744K
Shares

$17.8 Million
4.04% of portfolio

About INDEXIQ ACTIVE ETF TR IQ MACKA

Ticker MMIN
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