Atria Wealth Solutions, Inc. Invesco Fd Tr Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Aug 22, 2023	BUY	$29.55 - $32.26 $944,181 - $1.03 Million	31,952 New	31,952 $990,000
Q1 2023 Jun 14, 2023	SELL	$29.55 - $32.26 $13,149 - $14,355	-445 Reduced 1.39%	31,507 $977,000
Q1 2023 May 10, 2023	BUY	$29.55 - $32.26 $13,149 - $14,355	445 Added 1.41%	31,952 $990,000
Q4 2022 Aug 30, 2023	BUY	$26.97 - $30.38 $849,743 - $957,182	31,507 New	31,507 $933,000
Q4 2022 Feb 13, 2023	SELL	$26.97 - $30.38 $466,985 - $526,029	-17,315 Reduced 35.47%	31,507 $933,000

Q3 2022 Nov 14, 2022	BUY	$26.23 - $31.45 $236,804 - $283,930	9,028 Added 22.69%	48,822 $1.25 Million
Q2 2022 Aug 15, 2022	BUY	$28.89 - $35.0 $805,019 - $975,275	27,865 Added 233.59%	39,794 $1.16 Million
Q1 2022 May 16, 2022	BUY	$32.41 - $37.18 $386,618 - $443,520	11,929 New	11,929 $411,000

Others Institutions Holding PDN

# of Institutions

107

Shares Held

12M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

8.81M
Shares

$289 Million
0.4% of portfolio
Cutler Investment Counsel LLC

315K
Shares

$10.3 Million
1.39% of portfolio
Flow Traders U.S. LLC New York, NY

285K
Shares

$9.35 Million
0.5% of portfolio
Invesco Ltd. Atlanta, GA

234K
Shares

$7.68 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

205K
Shares

$6.73 Million
1.57% of portfolio

About INVESCO FD TR

Ticker PDN
Sector ETFs
Industry ETFs

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.