Atria Wealth Solutions, Inc. Global X Fds U S Pfd ETF (De) Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	SELL	$17.49 - $19.71 $477,022 - $537,570	-27,274 Reduced 72.24%	10,483 $203,000
Q3 2023 Nov 08, 2023	SELL	$18.73 - $19.58 $19,891 - $20,793	-1,062 Reduced 2.74%	37,757 $710,000
Q2 2023 Aug 03, 2023	SELL	$18.48 - $20.1 $307,322 - $334,263	-16,630 Reduced 29.99%	38,819 $752,000
Q1 2023 Aug 22, 2023	BUY	$18.95 - $21.88 $343,544 - $396,662	18,129 Added 46.7%	56,948 $1.13 Million
Q1 2023 Jun 14, 2023	SELL	$18.95 - $21.88 $28,406 - $32,798	-1,499 Reduced 2.63%	55,449 $1.1 Million
Q1 2023 May 10, 2023	BUY	$18.95 - $21.88 $28,406 - $32,798	1,499 Added 2.7%	56,948 $1.13 Million
Q4 2022 Aug 30, 2023	BUY	$19.02 - $20.86 $316,302 - $346,901	16,630 Added 42.84%	55,449 $1.07 Million
Q4 2022 Feb 13, 2023	BUY	$19.02 - $20.86 $41,729 - $45,766	2,194 Added 4.12%	55,449 $1.07 Million
Q3 2022 Feb 13, 2023	SELL	$20.35 - $22.89 $382,457 - $430,194	-18,794 Reduced 26.09%	53,255 $1.08 Million
Q3 2022 Nov 14, 2022	BUY	$20.35 - $22.89 $898,493 - $1.01 Million	44,152 Added 158.27%	72,049 $1.5 Million
Q2 2022 Aug 15, 2022	SELL	$20.54 - $23.36 $216,943 - $246,728	-10,562 Reduced 27.46%	27,897 $592,000
Q1 2022 May 16, 2022	BUY	$22.56 - $25.61 $867,635 - $984,934	38,459 New	38,459 $904,000

Others Institutions Holding PFFD

# of Institutions

276

Shares Held

59.7M

Call Options Held

20.5K

Put Options Held

1.3K

Lpl Financial LLC Fort Mill, SC

6.19M
Shares

$127 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

5.21M
Shares

$107 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.8M
Shares

$98.8 Million
0.01% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

2.7M
Shares

$55.5 Million
7.17% of portfolio
Wells Fargo & Company San Francisco, CA

2.55M
Shares

$52.3 Million
0.01% of portfolio

About GLOBAL X FDS U S PFD ETF (DE)

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