Atria Wealth Solutions, Inc. Invesco ETF Tr Ii Natl Amt Fre Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 8,419 shares of PZA stock, worth $200,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,419

Previous 10,335 18.54%

Holding current value

$200,540

Previous $244,000 16.8%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$23.57 - $24.19 $45,160 - $46,348	-1,916 Reduced 18.54%	8,419 $203,000
Q2 2024 Jul 22, 2024	SELL	$23.33 - $23.97 $14,184 - $14,573	-608 Reduced 5.56%	10,335 $244,000
Q1 2024 May 13, 2024	SELL	$23.73 - $24.28 $36,734 - $37,585	-1,548 Reduced 12.39%	10,943 $260,000
Q4 2023 Feb 02, 2024	SELL	$21.73 - $24.25 $41,243 - $46,026	-1,898 Reduced 13.19%	12,491 $302,000
Q3 2023 Nov 08, 2023	BUY	$22.11 - $23.83 $40,262 - $43,394	1,821 Added 14.49%	14,389 $318,000
Q2 2023 Aug 03, 2023	SELL	$23.03 - $24.11 $15,568 - $16,298	-676 Reduced 5.1%	12,568 $296,000
Q1 2023 Aug 22, 2023	BUY	$22.96 - $24.09 $2.13 Million - $2.24 Million	92,868 Added 738.92%	105,436 $2.5 Million
Q1 2023 Jun 14, 2023	SELL	$22.96 - $24.09 $2.12 Million - $2.22 Million	-92,192 Reduced 87.44%	13,244 $313,000
Q1 2023 May 10, 2023	BUY	$22.96 - $24.09 $2.12 Million - $2.22 Million	92,192 Added 696.1%	105,436 $2.5 Million
Q4 2022 Aug 30, 2023	BUY	$21.69 - $23.55 $14,662 - $15,919	676 Added 5.38%	13,244 $303,000
Q4 2022 Feb 13, 2023	BUY	$21.69 - $23.55 $49,539 - $53,788	2,284 Added 20.84%	13,244 $303,000
Q3 2022 Nov 14, 2022	BUY	$22.08 - $24.28 $12,143 - $13,354	550 Added 5.28%	10,960 $242,000
Q1 2022 May 16, 2022	BUY	$24.8 - $27.06 $258,168 - $281,694	10,410 New	10,410 $260,000

Others Institutions Holding PZA

# of Institutions

233

Shares Held

81.7M

Call Options Held

4.7K

Put Options Held

35K

View Full List

About INVESCO ETF TR II NATL AMT-FRE

Ticker PZA
Sector ETFs
Industry ETFs

More about PZA

Track This Portfolio

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.

Account

Atria Wealth Solutions, Inc. Invesco ETF Tr Ii Natl Amt Fre Transaction History