Atria Wealth Solutions, Inc. Ishares 0 5 Year Investment Gr Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 12,710 shares of SLQD stock, worth $631,051. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,710

Previous 13,226 3.9%

Holding current value

$631,051

Previous $651,000 1.69%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$49.07 - $50.44 $25,320 - $26,027	-516 Reduced 3.9%	12,710 $640,000
Q2 2024 Jul 22, 2024	SELL	$48.75 - $49.28 $4.32 Million - $4.36 Million	-88,528 Reduced 87.0%	13,226 $651,000
Q1 2024 May 13, 2024	BUY	$48.97 - $49.36 $243,576 - $245,516	4,974 Added 5.14%	101,754 $5.01 Million
Q4 2023 Feb 02, 2024	BUY	$47.66 - $49.2 $63,864 - $65,928	1,340 Added 1.4%	96,780 $4.76 Million
Q3 2023 Nov 08, 2023	BUY	$47.89 - $48.35 $151,715 - $153,172	3,168 Added 3.43%	95,440 $4.58 Million
Q2 2023 Aug 03, 2023	BUY	$48.08 - $48.64 $3.32 Million - $3.35 Million	68,961 Added 295.83%	92,272 $4.45 Million
Q1 2023 Aug 22, 2023	SELL	$47.6 - $48.55 $3.51 Million - $3.58 Million	-73,804 Reduced 79.99%	18,468 $895,000
Q1 2023 Jun 14, 2023	BUY	$47.6 - $48.55 $230,526 - $235,127	4,843 Added 26.22%	23,311 $1.13 Million
Q1 2023 May 10, 2023	SELL	$47.6 - $48.55 $230,526 - $235,127	-4,843 Reduced 20.78%	18,468 $895,000
Q4 2022 Aug 30, 2023	SELL	$46.96 - $48.14 $3.24 Million - $3.32 Million	-68,961 Reduced 74.74%	23,311 $1.12 Million
Q4 2022 Feb 13, 2023	SELL	$46.96 - $48.14 $492,328 - $504,699	-10,484 Reduced 31.02%	23,311 $1.12 Million
Q3 2022 Feb 13, 2023	SELL	$47.28 - $49.07 $494,501 - $513,223	-10,459 Reduced 23.63%	33,795 $1.61 Million
Q3 2022 Nov 14, 2022	BUY	$47.28 - $49.07 $875,247 - $908,383	18,512 Added 71.91%	44,254 $2.12 Million
Q2 2022 Aug 15, 2022	BUY	$47.87 - $49.29 $258,210 - $265,870	5,394 Added 26.51%	25,742 $1.25 Million
Q1 2022 May 16, 2022	BUY	$49.19 - $51.02 $1 Million - $1.04 Million	20,348 New	20,348 $1 Million

Others Institutions Holding SLQD

# of Institutions

245

Shares Held

25.3M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

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Atria Wealth Solutions, Inc. Ishares 0 5 Year Investment Gr Transaction History