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

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

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 9,591 shares of PSI stock, worth $576,994. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,591

Previous 21,863 56.13%

Holding current value

$576,994

Previous $1.04 Million 44.44%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$39.29 - $60.31 $482,166 - $740,124	-12,272 Reduced 56.13%	9,591 $575,000
Q1 2025 May 09, 2025	SELL	$47.38 - $64.98 $8,954 - $12,281	-189 Reduced 0.86%	21,863 $1.04 Million
Q4 2024 Jan 31, 2025	BUY	$53.26 - $60.98 $69,983 - $80,127	1,314 Added 6.34%	22,052 $1.28 Million
Q3 2024 Nov 08, 2024	SELL	$49.13 - $66.72 $2,259 - $3,069	-46 Reduced 0.22%	20,738 $1.19 Million
Q2 2024 Jul 22, 2024	SELL	$50.1 - $64.84 $81,913 - $106,013	-1,635 Reduced 7.29%	20,784 $1.31 Million
Q1 2024 May 13, 2024	BUY	$45.91 - $58.22 $81,627 - $103,515	1,778 Added 8.61%	22,419 $1.27 Million
Q4 2023 Feb 02, 2024	SELL	$37.92 - $50.06 $5,270 - $6,958	-139 Reduced 0.67%	20,641 $1.02 Million
Q3 2023 Nov 08, 2023	BUY	$41.42 - $140.41 $587,211 - $1.99 Million	14,177 Added 214.71%	20,780 $889,000
Q2 2023 Aug 03, 2023	BUY	$109.08 - $136.79 $450,827 - $565,353	4,133 Added 167.33%	6,603 $903,000
Q1 2023 Aug 22, 2023	SELL	$99.23 - $123.56 $100,321 - $124,919	-1,011 Reduced 15.31%	5,592 $690,000
Q1 2023 Jun 14, 2023	SELL	$99.23 - $123.56 $309,796 - $385,754	-3,122 Reduced 55.83%	2,470 $305,000
Q1 2023 May 10, 2023	BUY	$99.23 - $123.56 $307,613 - $383,036	3,100 Added 124.4%	5,592 $690,000
Q4 2022 Aug 30, 2023	SELL	$28.55 - $111.55 $117,997 - $461,036	-4,133 Reduced 62.59%	2,470 $247,000
Q4 2022 Feb 13, 2023	SELL	$28.55 - $111.55 $102,494 - $400,464	-3,590 Reduced 59.03%	2,492 $249,000
Q3 2022 Nov 14, 2022	SELL	$30.0 - $38.99 $6,720 - $8,733	-224 Reduced 3.55%	6,082 $547,000
Q2 2022 Aug 15, 2022	SELL	$32.26 - $42.95 $28,292 - $37,667	-877 Reduced 12.21%	6,306 $615,000
Q1 2022 May 16, 2022	BUY	$38.61 - $51.98 $277,335 - $373,372	7,183 New	7,183 $931,000

Others Institutions Holding PSI

# of Institutions

126

Shares Held

3.57M

Call Options Held

100

Put Options Held

400

View Full List

About INVESCO EXCHANGE-TRADED FD TR

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