Atria Wealth Solutions, Inc. Innovator U.S. Equity Power Bu Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 33,417 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33,417
Previous 40,187 16.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
N/A
-6,770 Reduced 16.85%
33,417 $0
Q1 2025

May 09, 2025
SELL
N/A
-4,795 Reduced 10.66%
40,187 $0
Q4 2024

Jan 31, 2025
SELL
N/A
-6,736 Reduced 13.02%
44,982 $0
Q3 2024

Nov 08, 2024
BUY
N/A
33,540 Added 184.51%
51,718 $0
Q2 2024

Jul 22, 2024
SELL
N/A
-22,263 Reduced 55.05%
18,178 $0
Q1 2024

May 13, 2024
SELL
N/A
-18,953 Reduced 31.91%
40,441 $0
Q4 2023

Feb 02, 2024
BUY
N/A
16,777 Added 39.37%
59,394 $0
Q3 2023

Nov 08, 2023
BUY
N/A
21,431 Added 101.16%
42,617 $0
Q2 2023

Aug 03, 2023
SELL
N/A
-7,939 Reduced 27.26%
21,186 $0
Q1 2023

Aug 22, 2023
BUY
N/A
628 Added 2.96%
21,814 $0
Q1 2023

Jun 14, 2023
BUY
N/A
7,311 Added 33.52%
29,125 $0
Q1 2023

May 10, 2023
SELL
N/A
-7,311 Reduced 25.1%
21,814 $0
Q4 2022

Aug 30, 2023
BUY
N/A
7,939 Added 37.47%
29,125 $0
Q4 2022

Feb 13, 2023
BUY
N/A
798 Added 2.82%
29,125 $0
Q3 2022

Feb 13, 2023
BUY
N/A
10,260 Added 56.79%
28,327 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-2,306 Reduced 11.32%
18,067 $502,000
Q2 2022

Aug 15, 2022
BUY
N/A
9,927 Added 95.03%
20,373 $572,000
Q1 2022

May 16, 2022
BUY
N/A
10,446 New
10,446 $314,000

Others Institutions Holding PSEP

# of Institutions
210
Shares Held
15M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
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.

Choose your preferred platform and Sign Up 👇 Telegram Email