Atria Wealth Solutions, Inc. Cohen & Steers Real Estate Opportunities & Income Fund Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Cohen & Steers Real Estate Opportunities & Income Fund stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 24,225 shares of RLTY stock, worth $358,045. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,225
Previous 22,425 8.03%
Holding current value
$358,045
Previous $331,000 12.08%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$14.39 - $15.91 $25,902 - $28,638
1,800 Added 8.03%
24,225 $371,000
Q4 2024

Jan 31, 2025
SELL
$14.68 - $17.32 $2,936 - $3,464
-200 Reduced 0.88%
22,425 $331,000
Q3 2024

Nov 08, 2024
SELL
$14.15 - $17.51 $25,116 - $31,080
-1,775 Reduced 7.27%
22,625 $386,000
Q2 2024

Jul 22, 2024
SELL
$13.0 - $14.56 $8,775 - $9,828
-675 Reduced 2.69%
24,400 $347,000
Q1 2024

May 13, 2024
BUY
$13.51 - $14.74 $16,212 - $17,688
1,200 Added 5.03%
25,075 $369,000
Q4 2023

Feb 02, 2024
BUY
$11.42 - $14.11 $1,142 - $1,411
100 Added 0.42%
23,875 $334,000
Q2 2023

Aug 03, 2023
BUY
$12.54 - $13.78 $36,679 - $40,306
2,925 Added 14.03%
23,775 $327,000
Q1 2023

Jun 14, 2023
SELL
$12.61 - $16.08 $36,884 - $47,033
-2,925 Reduced 12.3%
20,850 $279,000
Q1 2023

May 10, 2023
BUY
$12.61 - $16.08 $36,884 - $47,033
2,925 Added 14.03%
23,775 $318,000
Q4 2022

Aug 30, 2023
SELL
$12.35 - $14.9 $36,123 - $43,582
-2,925 Reduced 12.3%
20,850 $281,000
Q3 2022

Nov 14, 2022
BUY
$12.97 - $17.89 $270,424 - $373,006
20,850 New
20,850 $279,000

Others Institutions Holding RLTY

# of Institutions
45
Shares Held
4.13M
Call Options Held
0
Put Options Held
0
View Full List

About Cohen & Steers Real Estate Opportunities & Income Fund

RLTY Quotes by TradingView
  • Ticker RLTY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about RLTY
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