Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

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 41,584 shares of PHO stock, worth $2.67 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

41,584

Previous 40,377 2.99%

Holding current value

$2.67 Million

Previous $2.46 Million 12.66%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$58.49 - $66.57 $70,597 - $80,349	1,207 Added 2.99%	41,584 $2.77 Million
Q4 2023 Feb 02, 2024	BUY	$49.77 - $61.28 $75,401 - $92,839	1,515 Added 3.9%	40,377 $2.46 Million
Q3 2023 Nov 08, 2023	SELL	$52.79 - $58.32 $36,530 - $40,357	-692 Reduced 1.75%	38,862 $2.07 Million
Q2 2023 Aug 03, 2023	BUY	$51.27 - $56.39 $85,159 - $93,663	1,661 Added 4.38%	39,554 $2.23 Million
Q1 2023 Aug 22, 2023	SELL	$50.61 - $55.5 $99,752 - $109,390	-1,971 Reduced 4.98%	37,583 $2.01 Million

Q1 2023 Jun 14, 2023	BUY	$50.61 - $55.5 $15,689 - $17,205	310 Added 0.82%	37,893 $2.02 Million
Q1 2023 May 10, 2023	SELL	$50.61 - $55.5 $15,689 - $17,205	-310 Reduced 0.82%	37,583 $2.01 Million
Q4 2022 Aug 30, 2023	SELL	$48.2 - $53.8 $80,060 - $89,361	-1,661 Reduced 4.2%	37,893 $1.95 Million
Q4 2022 Feb 13, 2023	SELL	$48.2 - $53.8 $73,697 - $82,260	-1,529 Reduced 3.88%	37,893 $1.95 Million
Q3 2022 Feb 13, 2023	SELL	N/A	-1,770 Reduced 4.3%	39,422 $0
Q3 2022 Nov 14, 2022	BUY	N/A	395 Added 0.97%	41,192 $1.9 Million
Q2 2022 Aug 15, 2022	BUY	N/A	4,177 Added 11.41%	40,797 $1.89 Million
Q1 2022 May 16, 2022	BUY	N/A	36,620 New	36,620 $1.94 Million

Others Institutions Holding PHO

# of Institutions

382

Shares Held

11.9M

Call Options Held

14.8K

Put Options Held

9.9K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
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Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History