Atria Wealth Solutions, Inc. Invesco Fd Tr Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

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	$25.44 - $30.38 $801,538 - $957,182	31,507 New	31,507 $933,000
Q4 2022 Feb 13, 2023	SELL	$25.44 - $30.38 $440,493 - $526,029	-17,315 Reduced 35.47%	31,507 $933,000
Q3 2022 Nov 14, 2022	BUY	$25.55 - $31.45 $230,665 - $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

117

Shares Held

5.21M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

2.34M
Shares

$96.5 Million
0.02% of portfolio
Invesco Ltd. Atlanta, GA

341K
Shares

$14 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

200K
Shares

$8.22 Million
1.41% of portfolio
Lpl Financial LLC Fort Mill, SC

191K
Shares

$7.87 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

185K
Shares

$7.62 Million
0.01% 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.