Atria Wealth Solutions, Inc. Pacer Fds Tr Trendpilot Us Mid Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	SELL	$34.06 - $37.17 $18,494 - $20,183	-543 Reduced 7.58%	6,624 $245,000
Q2 2024 Jul 22, 2024	SELL	$33.44 - $36.04 $228,328 - $246,081	-6,828 Reduced 48.79%	7,167 $249,000
Q1 2024 May 13, 2024	SELL	$31.78 - $36.03 $146,728 - $166,350	-4,617 Reduced 24.81%	13,995 $504,000
Q4 2023 Feb 02, 2024	SELL	$30.5 - $33.81 $133,834 - $148,358	-4,388 Reduced 19.08%	18,612 $611,000
Q3 2023 Nov 08, 2023	SELL	$31.07 - $34.25 $80,378 - $88,604	-2,587 Reduced 10.11%	23,000 $725,000
Q2 2023 Aug 03, 2023	SELL	$31.22 - $32.94 $33,842 - $35,706	-1,084 Reduced 4.06%	25,587 $842,000
Q1 2023 Aug 22, 2023	BUY	$30.59 - $35.04 $29,182 - $33,428	954 Added 3.73%	26,541 $842,000
Q1 2023 Jun 14, 2023	BUY	$30.59 - $35.04 $3,976 - $4,555	130 Added 0.49%	26,671 $846,000
Q1 2023 May 10, 2023	SELL	$30.59 - $35.04 $3,976 - $4,555	-130 Reduced 0.49%	26,541 $842,000
Q4 2022 Aug 30, 2023	BUY	$30.73 - $33.28 $33,311 - $36,075	1,084 Added 4.24%	26,671 $832,000
Q4 2022 Feb 13, 2023	BUY	$30.73 - $33.28 $122 - $133	4 Added 0.01%	26,671 $832,000
Q3 2022 Nov 14, 2022	SELL	$32.06 - $34.56 $42,992 - $46,344	-1,341 Reduced 4.79%	26,667 $858,000
Q2 2022 Aug 15, 2022	BUY	$34.48 - $34.6 $105,439 - $105,806	3,058 Added 12.26%	28,008 $967,000
Q1 2022 May 16, 2022	BUY	$34.49 - $36.72 $860,525 - $916,164	24,950 New	24,950 $861,000

Others Institutions Holding PTMC

# of Institutions

80

Shares Held

7.89M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.07M
Shares

$37.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

1.03M
Shares

$36.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

997K
Shares

$35.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

550K
Shares

$19.4 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

379K
Shares

$13.3 Million
0.03% of portfolio

About PACER FDS TR TRENDPILOT US MID

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