Atria Wealth Solutions, Inc. Ishares Inc Msci Global Select Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$38.69 - $42.9 $109,608 - $121,535	-2,833 Reduced 33.55%	5,610 $233,000
Q4 2023 Feb 02, 2024	SELL	$36.52 - $43.55 $17,821 - $21,252	-488 Reduced 5.46%	8,443 $363,000
Q3 2023 Nov 08, 2023	SELL	$38.64 - $44.07 $24,150 - $27,543	-625 Reduced 6.54%	8,931 $355,000
Q2 2023 Aug 03, 2023	BUY	$37.7 - $44.08 $66,729 - $78,021	1,770 Added 22.73%	9,556 $386,000
Q1 2023 Aug 22, 2023	BUY	$39.51 - $47.65 $19,083 - $23,014	483 Added 5.05%	10,039 $428,000
Q1 2023 Jun 14, 2023	SELL	$39.51 - $47.65 $89,016 - $107,355	-2,253 Reduced 22.44%	7,786 $332,000
Q1 2023 May 10, 2023	BUY	$39.51 - $47.65 $89,016 - $107,355	2,253 Added 28.94%	10,039 $428,000
Q4 2022 Aug 30, 2023	SELL	$34.18 - $43.76 $60,498 - $77,455	-1,770 Reduced 18.52%	7,786 $319,000
Q4 2022 Feb 13, 2023	BUY	$34.18 - $43.76 $47,100 - $60,301	1,378 Added 21.5%	7,786 $319,000
Q3 2022 Nov 14, 2022	SELL	$32.27 - $39.23 $70,994 - $86,306	-2,200 Reduced 25.56%	6,408 $218,000
Q2 2022 Aug 15, 2022	BUY	$35.33 - $52.72 $29,076 - $43,388	823 Added 10.57%	8,608 $307,000
Q1 2022 May 16, 2022	BUY	$42.32 - $51.76 $329,461 - $402,951	7,785 New	7,785 $399,000

Others Institutions Holding PICK

# of Institutions

177

Shares Held

13.7M

Call Options Held

33.4K

Put Options Held

1.2K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4M
Shares

$141 Million
0.07% of portfolio
Municipal Employees' Retirement System Of Michigan

2.93M
Shares

$104 Million
1.67% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

654K
Shares

$23.1 Million
0.42% of portfolio
Jane Street Group, LLC New York, NY

583K
Shares

$20.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

501K
Shares

$17.7 Million
0.0% of portfolio

About ISHARES INC MSCI GLOBAL SELECT

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