A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 26,517 shares of PEY stock, worth $602,731. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,517
Previous 35,784 25.9%
Holding current value
$602,731
Previous $702,000 17.24%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$19.4 - $21.93 $179,779 - $203,225
-9,267 Reduced 25.9%
26,517 $581,000
Q2 2024

Jul 22, 2024

SELL
$19.3 - $20.66 $390,921 - $418,468
-20,255 Reduced 36.14%
35,784 $702,000
Q1 2024

May 13, 2024

SELL
$19.47 - $21.39 $262,689 - $288,593
-13,492 Reduced 19.4%
56,039 $1.16 Million
Q4 2023

Feb 02, 2024

BUY
$18.0 - $21.28 $128,016 - $151,343
7,112 Added 11.39%
69,531 $1.47 Million
Q3 2023

Nov 08, 2023

BUY
$19.01 - $20.79 $27,184 - $29,729
1,430 Added 2.34%
62,419 $1.2 Million
Q2 2023

Aug 03, 2023

BUY
$18.28 - $20.15 $165,123 - $182,014
9,033 Added 17.39%
60,989 $1.17 Million
Q1 2023

Aug 22, 2023

SELL
$18.83 - $21.76 $2,014 - $2,328
-107 Reduced 0.18%
60,882 $1.21 Million
Q1 2023

Jun 14, 2023

SELL
$18.83 - $21.76 $168,076 - $194,229
-8,926 Reduced 14.66%
51,956 $1.03 Million
Q1 2023

May 10, 2023

BUY
$18.83 - $21.76 $168,076 - $194,229
8,926 Added 17.18%
60,882 $1.21 Million
Q4 2022

Aug 30, 2023

SELL
$18.76 - $21.54 $169,459 - $194,570
-9,033 Reduced 14.81%
51,956 $1.07 Million
Q4 2022

Feb 13, 2023

BUY
$18.76 - $21.54 $313,216 - $359,631
16,696 Added 47.35%
51,956 $1.07 Million
Q3 2022

Feb 13, 2023

BUY
$18.59 - $22.0 $92 - $110
5 Added 0.01%
35,260 $686,000
Q3 2022

Nov 14, 2022

BUY
$18.59 - $22.0 $358,582 - $424,358
19,289 Added 120.81%
35,255 $693,000
Q2 2022

Aug 15, 2022

BUY
$19.88 - $22.48 $99 - $112
5 Added 0.03%
15,966 $328,000
Q1 2022

May 16, 2022

BUY
$20.59 - $22.09 $328,636 - $352,578
15,961 New
15,961 $348,000

Others Institutions Holding PEY

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
More about PEY
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.