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

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 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 13,664 shares of PTF stock, worth $873,676. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,664

Previous 14,753 7.38%

Holding current value

$873,676

Previous $1.07 Million 24.77%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$56.97 - $77.14 $62,040 - $84,005	-1,089 Reduced 7.38%	13,664 $805,000
Q4 2024 Jan 31, 2025	BUY	$62.32 - $80.47 $337,026 - $435,181	5,408 Added 57.87%	14,753 $1.07 Million
Q3 2024 Nov 08, 2024	SELL	$53.62 - $65.67 $32,708 - $40,058	-610 Reduced 6.13%	9,345 $592,000
Q4 2023 Feb 02, 2024	BUY	$40.47 - $51.5 $10,238 - $13,029	253 Added 2.61%	9,955 $502,000
Q3 2023 Nov 08, 2023	BUY	$42.72 - $153.14 $259,737 - $931,091	6,080 Added 167.86%	9,702 $428,000
Q2 2023 Aug 03, 2023	BUY	$118.79 - $147.23 $32,429 - $40,193	273 Added 8.15%	3,622 $533,000
Q1 2023 Aug 22, 2023	SELL	$110.89 - $130.75 $6,320 - $7,452	-57 Reduced 1.57%	3,565 $466,000
Q1 2023 Jun 14, 2023	SELL	$110.89 - $130.75 $23,952 - $28,242	-216 Reduced 6.06%	3,349 $437,000
Q1 2023 May 10, 2023	BUY	$110.89 - $130.75 $23,952 - $28,242	216 Added 6.45%	3,565 $466,000
Q4 2022 Aug 30, 2023	SELL	$33.82 - $124.6 $9,232 - $34,015	-273 Reduced 7.54%	3,349 $379,000
Q2 2022 Aug 15, 2022	SELL	$35.26 - $46.06 $408,310 - $533,374	-11,580 Reduced 77.57%	3,349 $363,000
Q1 2022 May 16, 2022	BUY	$40.0 - $55.58 $597,160 - $829,753	14,929 New	14,929 $2.06 Million

Others Institutions Holding PTF

# of Institutions

120

Shares Held

4.61M

Call Options Held

28.6K

Put Options Held

183K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PTF
Sector ETFs
Industry ETFs

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