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 12,800 shares of RWJ stock, worth $528,256. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,800
Previous 18,345 30.23%
Holding current value
$528,256
Previous $839,000 38.02%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 09, 2025
SELL
$40.15 - $47.73 $222,631 - $264,662
-5,545 Reduced 30.23%
12,800 $520,000
Q4 2024

Jan 31, 2025
BUY
$44.2 - $49.46 $338,837 - $379,160
7,666 Added 71.79%
18,345 $839,000
Q3 2024

Nov 08, 2024
BUY
$39.15 - $46.02 $127,080 - $149,380
3,246 Added 43.67%
10,679 $488,000
Q2 2024

Jul 22, 2024
SELL
$39.16 - $42.3 $205,433 - $221,905
-5,246 Reduced 41.38%
7,433 $297,000
Q1 2024

May 13, 2024
BUY
$38.56 - $42.81 $226,848 - $251,851
5,883 Added 86.57%
12,679 $542,000
Q4 2023

Feb 02, 2024
BUY
$33.62 - $42.1 $14,557 - $18,229
433 Added 6.8%
6,796 $281,000
Q3 2023

Nov 08, 2023
BUY
$35.65 - $117.78 $149,908 - $495,264
4,205 Added 194.86%
6,363 $231,000
Q2 2023

Aug 03, 2023
SELL
$104.2 - $114.53 $168,283 - $184,965
-1,615 Reduced 42.8%
2,158 $244,000
Q1 2023

Aug 22, 2023
SELL
$105.74 - $126.98 $211 - $253
-2 Reduced 0.09%
2,156 $241,000
Q1 2023

Jun 14, 2023
BUY
$105.74 - $126.98 $170,981 - $205,326
1,617 Added 75.0%
3,773 $423,000
Q1 2023

May 10, 2023
SELL
$105.74 - $126.98 $170,981 - $205,326
-1,617 Reduced 42.86%
2,156 $241,000
Q4 2022

Aug 30, 2023
BUY
$33.08 - $116.46 $53,424 - $188,082
1,615 Added 74.84%
3,773 $409,000
Q4 2022

Feb 13, 2023
BUY
$33.08 - $116.46 $1,356 - $4,774
41 Added 1.1%
3,773 $409,000
Q3 2022

Feb 13, 2023
SELL
$31.99 - $122.01 $14,107 - $53,806
-441 Reduced 10.57%
3,732 $363,000
Q3 2022

Nov 14, 2022
BUY
$31.99 - $122.01 $16,698 - $63,689
522 Added 14.3%
4,173 $431,000
Q2 2022

Aug 15, 2022
SELL
$101.31 - $122.44 $47,615 - $57,546
-470 Reduced 11.4%
3,651 $372,000
Q1 2022

May 16, 2022
BUY
$112.99 - $126.4 $465,631 - $520,894
4,121 New
4,121 $494,000

About INVESCO EXCHANGE-TRADED FD TR

RWJ Quotes by TradingView
  • Ticker RWJ
  • Sector ETFs
  • Industry ETFs
More about RWJ
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email