Atria Wealth Solutions, Inc. ETF Ser Solutions Clearshares Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in ETF Ser Solutions Clearshares stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 31,038 shares of OCIO stock, worth $1.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
31,038
Previous 31,384 1.1%
Holding current value
$1.07 Million
Previous $1.07 Million 3.29%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$33.0 - $35.37 $11,418 - $12,238
-346 Reduced 1.1%
31,038 $1.03 Million
Q4 2024

Jan 31, 2025
BUY
$33.67 - $35.08 $28,249 - $29,432
839 Added 2.75%
31,384 $1.07 Million
Q3 2024

Nov 08, 2024
BUY
$31.57 - $34.38 $181,117 - $197,238
5,737 Added 23.13%
30,545 $1.04 Million
Q2 2024

Jul 22, 2024
SELL
$0.0 - $33.11 $0 - $8,145
-246 Reduced 0.98%
24,808 $815,000
Q1 2024

May 13, 2024
SELL
$30.22 - $32.12 $30,522 - $32,441
-1,010 Reduced 3.88%
25,054 $801,000
Q4 2023

Feb 02, 2024
SELL
$28.16 - $30.96 $79,185 - $87,059
-2,812 Reduced 9.74%
26,064 $799,000
Q3 2023

Nov 08, 2023
SELL
$28.68 - $30.42 $90,600 - $96,096
-3,159 Reduced 9.86%
28,876 $831,000
Q2 2023

Aug 03, 2023
SELL
$28.6 - $29.96 $85,285 - $89,340
-2,982 Reduced 8.52%
32,035 $955,000
Q1 2023

Aug 22, 2023
BUY
$0.0 - $29.46 $0 - $33,554
1,139 Added 3.56%
33,174 $954,000
Q1 2023

Jun 14, 2023
BUY
$0.0 - $29.46 $0 - $54,294
1,843 Added 5.56%
35,017 $1.01 Million
Q1 2023

May 10, 2023
SELL
$0.0 - $29.46 $0 - $54,294
-1,843 Reduced 5.26%
33,174 $954,000
Q4 2022

Aug 30, 2023
BUY
$27.15 - $29.45 $80,961 - $87,819
2,982 Added 9.31%
35,017 $982,000
Q4 2022

Feb 13, 2023
BUY
$27.15 - $29.45 $65,784 - $71,357
2,423 Added 7.43%
35,017 $982,000
Q3 2022

Nov 14, 2022
BUY
$27.21 - $30.0 $197,599 - $217,860
7,262 Added 28.67%
32,594 $887,000
Q2 2022

Aug 15, 2022
BUY
$27.92 - $31.55 $222,885 - $251,863
7,983 Added 46.01%
25,332 $720,000
Q1 2022

May 16, 2022
BUY
$30.17 - $33.1 $523,419 - $574,251
17,349 New
17,349 $544,000

Others Institutions Holding OCIO

# of Institutions
11
Shares Held
317K
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS CLEARSHARES

OCIO Quotes by TradingView
  • Ticker OCIO
  • Sector ETFs
  • Industry ETFs
More about OCIO
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