Atria Wealth Solutions, Inc. Spdr Ser Tr Spdr Portfolio Cor Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 10,166 shares of SPBO stock, worth $291,560. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,166

Previous 25,391 59.96%

Holding current value

$291,560

Previous $728,000 58.1%

% of portfolio

0.0%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$28.45 - $30.18 $433,151 - $459,490	-15,225 Reduced 59.96%	10,166 $305,000
Q2 2024 Jul 22, 2024	SELL	$28.13 - $28.99 $2.47 Million - $2.55 Million	-87,876 Reduced 77.58%	25,391 $728,000
Q1 2024 May 13, 2024	BUY	$28.68 - $29.47 $2.94 Million - $3.02 Million	102,429 Added 945.09%	113,267 $3.3 Million
Q4 2023 Feb 02, 2024	SELL	$26.77 - $29.6 $41,172 - $45,524	-1,538 Reduced 12.43%	10,838 $318,000
Q3 2023 Nov 08, 2023	SELL	$27.56 - $28.96 $313,550 - $329,477	-11,377 Reduced 47.9%	12,376 $341,000
Q2 2023 Aug 03, 2023	SELL	$28.44 - $29.46 $207,441 - $214,881	-7,294 Reduced 23.49%	23,753 $685,000
Q1 2023 Aug 22, 2023	BUY	$28.24 - $29.83 $96,722 - $102,167	3,425 Added 14.42%	27,178 $794,000
Q1 2023 Jun 14, 2023	BUY	$28.24 - $29.83 $109,260 - $115,412	3,869 Added 14.24%	31,047 $908,000
Q1 2023 May 10, 2023	SELL	$28.24 - $29.83 $109,260 - $115,412	-3,869 Reduced 12.46%	27,178 $794,000
Q4 2022 Aug 30, 2023	BUY	$26.99 - $29.37 $196,865 - $214,224	7,294 Added 30.71%	31,047 $881,000
Q4 2022 Feb 13, 2023	SELL	$26.99 - $29.37 $2.44 Million - $2.66 Million	-90,550 Reduced 74.47%	31,047 $881,000
Q3 2022 Nov 14, 2022	SELL	$27.57 - $30.56 $614,645 - $681,304	-22,294 Reduced 15.49%	121,597 $3.38 Million
Q2 2022 Aug 15, 2022	BUY	$28.93 - $32.12 $4.16 Million - $4.62 Million	143,891 New	143,891 $4.26 Million

Others Institutions Holding SPBO

# of Institutions

155

Shares Held

43.6M

Call Options Held

900

Put Options Held

100

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About SPDR SER TR SPDR PORTFOLIO COR

Ticker SPBO
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Atria Wealth Solutions, Inc. Spdr Ser Tr Spdr Portfolio Cor Transaction History