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

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

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 12,489 shares of SOXQ stock, worth $467,962. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,489

Previous 20,710 39.7%

Holding current value

$467,962

Previous $812,000 48.28%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$33.65 - $43.06 $276,636 - $353,996	-8,221 Reduced 39.7%	12,489 $420,000
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

Shares Held

2.37M

Call Options Held

10.1K

Put Options Held

4.2K

View Full List

About INVESCO ETF TR II INVESCO PHLX

Ticker SOXQ
Sector ETFs
Industry ETFs

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