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

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$22.71 - $23.39 $33,406 - $34,406	-1,471 Reduced 13.16%	9,706 $223,000
Q4 2023 Feb 02, 2024	SELL	$20.67 - $23.14 $206,617 - $231,307	-9,996 Reduced 47.21%	11,177 $258,000
Q3 2023 Nov 08, 2023	SELL	$21.17 - $22.93 $6,605 - $7,154	-312 Reduced 1.45%	21,173 $449,000
Q2 2023 Aug 03, 2023	BUY	$22.15 - $23.06 $29,415 - $30,623	1,328 Added 6.59%	21,485 $488,000
Q1 2023 Aug 22, 2023	BUY	$22.03 - $23.09 $24,078 - $25,237	1,093 Added 5.09%	22,578 $514,000
Q1 2023 Jun 14, 2023	SELL	$22.03 - $23.09 $53,334 - $55,900	-2,421 Reduced 10.72%	20,157 $459,000
Q1 2023 May 10, 2023	BUY	$22.03 - $23.09 $53,334 - $55,900	2,421 Added 12.01%	22,578 $514,000
Q4 2022 Aug 30, 2023	SELL	$20.78 - $22.57 $27,595 - $29,972	-1,328 Reduced 6.18%	20,157 $446,000
Q4 2022 Feb 13, 2023	BUY	$20.78 - $22.57 $20,696 - $22,479	996 Added 5.2%	20,157 $446,000
Q3 2022 Nov 14, 2022	BUY	$21.31 - $23.33 $9,696 - $10,615	455 Added 2.43%	19,161 $409,000
Q2 2022 Aug 15, 2022	SELL	$22.03 - $23.86 $991 - $1,073	-45 Reduced 0.24%	18,706 $421,000
Q1 2022 May 16, 2022	BUY	$23.74 - $26.06 $445,148 - $488,651	18,751 New	18,751 $448,000

Others Institutions Holding PZT

# of Institutions

43

Shares Held

2.86M

Call Options Held

0

Put Options Held

0

About INVESCO ETF TR II N Y AMT -FRE

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