Atria Wealth Solutions, Inc. Invesco ETF Tr Ii Purebeta 0 5 Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Tr Ii Purebeta 0 5 stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 9,610 shares of PBTP stock, worth $250,436. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,610

Previous 8,564 12.21%

Holding current value

$250,436

Previous $217,000 14.75%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$25.39 - $26.03 $26,557 - $27,227	1,046 Added 12.21%	9,610 $249,000
Q4 2024 Jan 31, 2025	SELL	$25.34 - $25.59 $6,284 - $6,346	-248 Reduced 2.81%	8,564 $217,000
Q3 2024 Nov 08, 2024	BUY	$24.98 - $25.63 $3,572 - $3,665	143 Added 1.65%	8,812 $224,000
Q2 2024 Jul 22, 2024	BUY	$24.95 - $25.39 $14,196 - $14,446	569 Added 7.02%	8,669 $216,000
Q1 2024 May 13, 2024	SELL	$24.84 - $25.09 $118,983 - $120,181	-4,790 Reduced 37.16%	8,100 $203,000
Q3 2023 Nov 08, 2023	BUY	$24.37 - $24.67 $314,129 - $317,996	12,890 New	12,890 $314,000

Others Institutions Holding PBTP

# of Institutions

Shares Held

2.06M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF TR II PUREBETA 0-5

Ticker PBTP
Sector ETFs
Industry ETFs

More about PBTP

Track This Portfolio

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.

Account

Atria Wealth Solutions, Inc. Invesco ETF Tr Ii Purebeta 0 5 Transaction History