Atria Wealth Solutions, Inc. Invesco ETF Tr Ii Invesco Phlx Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 20,710 shares of SOXQ stock, worth $837,305. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,710
Previous 20,799 0.43%
Holding current value
$837,305
Previous $847,000 4.13%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$38.02 - $42.79 $3,383 - $3,808
-89 Reduced 0.43%
20,710 $812,000
Q3 2024

Nov 08, 2024
BUY
$34.84 - $46.54 $29,857 - $39,884
857 Added 4.3%
20,799 $847,000
Q2 2024

Jul 22, 2024
SELL
$33.89 - $45.47 $41,752 - $56,019
-1,232 Reduced 5.82%
19,942 $859,000
Q1 2024

May 13, 2024
BUY
$30.8 - $40.71 $130,407 - $172,366
4,234 Added 24.99%
21,174 $817,000
Q4 2023

Feb 02, 2024
BUY
$25.07 - $33.23 $424,685 - $562,916
16,940 New
16,940 $556,000

Others Institutions Holding SOXQ

# of Institutions
98
Shares Held
2.74M
Call Options Held
22.5K
Put Options Held
10.1K
View Full List

About INVESCO ETF TR II INVESCO PHLX

SOXQ Quotes by TradingView
  • Ticker SOXQ
  • Sector ETFs
  • Industry ETFs
More about SOXQ
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