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

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$88.14 - $94.01 $6.08 Million - $6.48 Million	68,965 New	68,965 $6.2 Million
Q1 2023 Aug 22, 2023	BUY	$81.11 - $92.49 $399,953 - $456,068	4,931 New	4,931 $419,000
Q1 2023 Jun 14, 2023	BUY	$81.11 - $92.49 $2.11 Million - $2.4 Million	25,995 Added 527.18%	30,926 $2.63 Million
Q1 2023 May 10, 2023	SELL	$81.11 - $92.49 $2.11 Million - $2.4 Million	-25,995 Reduced 84.06%	4,931 $419,000
Q4 2022 Aug 30, 2023	BUY	$76.6 - $90.17 $2.37 Million - $2.79 Million	30,926 New	30,926 $2.65 Million
Q4 2022 Feb 13, 2023	BUY	$76.6 - $90.17 $879,214 - $1.03 Million	11,478 Added 59.02%	30,926 $2.65 Million
Q3 2022 Nov 14, 2022	BUY	$74.2 - $88.16 $52,533 - $62,417	708 Added 3.78%	19,448 $1.44 Million
Q2 2022 Aug 15, 2022	BUY	$75.99 - $93.5 $13,602 - $16,736	179 Added 0.96%	18,740 $1.45 Million
Q1 2022 May 16, 2022	BUY	$86.29 - $97.54 $1.6 Million - $1.81 Million	18,561 New	18,561 $1.68 Million

Others Institutions Holding PKW

# of Institutions

230

Shares Held

4.06M

Call Options Held

7.8K

Put Options Held

100

Bank Of America Corp Charlotte, NC

597K
Shares

$71.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

371K
Shares

$44.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

326K
Shares

$39.2 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

174K
Shares

$20.9 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

167K
Shares

$20 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PKW
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