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 74,743 shares of RWL stock, worth $7.63 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

74,743

Previous 59,369 25.9%

Holding current value

$7.63 Million

Previous $5.81 Million 27.71%

% of portfolio

0.09%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$96.9 - $104.39 $1.49 Million - $1.6 Million	15,374 Added 25.9%	74,743 $7.42 Million
Q4 2024 Jan 31, 2025	SELL	$97.11 - $104.1 $8.34 Million - $8.94 Million	-85,873 Reduced 59.12%	59,369 $5.81 Million
Q3 2024 Nov 08, 2024	BUY	$90.36 - $98.07 $3.99 Million - $4.33 Million	44,190 Added 43.73%	145,242 $14.2 Million
Q2 2024 Jul 22, 2024	SELL	$89.19 - $93.47 $202,193 - $211,896	-2,267 Reduced 2.19%	101,052 $9.36 Million
Q1 2024 May 13, 2024	BUY	$84.24 - $93.73 $1.16 Million - $1.29 Million	13,750 Added 15.35%	103,319 $9.68 Million
Q4 2023 Feb 02, 2024	SELL	$74.89 - $85.43 $285,705 - $325,915	-3,815 Reduced 4.09%	89,569 $7.64 Million
Q3 2023 Nov 08, 2023	SELL	$78.03 - $82.8 $473,173 - $502,099	-6,064 Reduced 6.1%	93,384 $7.3 Million
Q2 2023 Aug 03, 2023	BUY	$74.39 - $80.0 $1.03 Million - $1.11 Million	13,868 Added 16.2%	99,448 $7.96 Million
Q1 2023 Aug 22, 2023	BUY	$72.67 - $79.42 $1.11 Million - $1.21 Million	15,275 Added 15.36%	114,723 $8.73 Million
Q1 2023 Jun 14, 2023	SELL	$72.67 - $79.42 $2.12 Million - $2.31 Million	-29,143 Reduced 25.4%	85,580 $6.51 Million
Q1 2023 May 10, 2023	BUY	$72.67 - $79.42 $2.12 Million - $2.31 Million	29,143 Added 34.05%	114,723 $8.73 Million
Q4 2022 Aug 30, 2023	SELL	$68.0 - $78.61 $943,024 - $1.09 Million	-13,868 Reduced 13.94%	85,580 $6.33 Million
Q4 2022 Feb 13, 2023	BUY	$68.0 - $78.61 $182,376 - $210,832	2,682 Added 3.24%	85,580 $6.33 Million
Q3 2022 Feb 13, 2023	BUY	$67.11 - $79.22 $5.56 Million - $6.57 Million	82,898 New	82,898 $5.68 Million
Q1 2022 May 16, 2022	BUY	$75.85 - $81.95 $225,198 - $243,309	2,969 New	2,969 $240,000

Others Institutions Holding RWL

# of Institutions

266

Shares Held

37.8M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWL
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Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History