Atria Wealth Solutions, Inc. Spdr Index Shs Fds S Spdr Port Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 33,123 shares of SPGM stock, worth $2.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

33,123

Previous 35,275 6.1%

Holding current value

$2.21 Million

Previous $2.28 Million 8.19%

% of portfolio

0.02%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$63.23 - $66.65 $136,070 - $143,430	-2,152 Reduced 6.1%	33,123 $2.1 Million
Q3 2024 Nov 08, 2024	SELL	$57.85 - $64.92 $621,482 - $697,435	-10,743 Reduced 23.35%	35,275 $2.28 Million
Q2 2024 Jul 22, 2024	SELL	$56.67 - $60.99 $96,055 - $103,378	-1,695 Reduced 3.55%	46,018 $2.8 Million
Q1 2024 May 13, 2024	SELL	$54.21 - $59.68 $197,270 - $217,175	-3,639 Reduced 7.09%	47,713 $2.85 Million
Q4 2023 Feb 02, 2024	SELL	$48.07 - $55.48 $165,937 - $191,516	-3,452 Reduced 6.3%	51,352 $2.84 Million
Q3 2023 Nov 08, 2023	SELL	$50.1 - $54.28 $335,068 - $363,024	-6,688 Reduced 10.88%	54,804 $2.77 Million
Q2 2023 Aug 03, 2023	SELL	$49.47 - $52.62 $211,632 - $225,108	-4,278 Reduced 6.5%	61,492 $3.22 Million
Q1 2023 Aug 22, 2023	BUY	$46.63 - $51.08 $86,218 - $94,446	1,849 Added 3.01%	63,341 $3.16 Million
Q1 2023 Jun 14, 2023	BUY	$46.63 - $51.08 $113,264 - $124,073	2,429 Added 3.83%	65,770 $3.28 Million
Q1 2023 May 10, 2023	SELL	$46.63 - $51.08 $113,264 - $124,073	-2,429 Reduced 3.69%	63,341 $3.16 Million
Q4 2022 Aug 30, 2023	BUY	$42.72 - $49.46 $182,756 - $211,589	4,278 Added 6.96%	65,770 $3.07 Million
Q4 2022 Feb 13, 2023	SELL	$42.72 - $49.46 $172,247 - $199,422	-4,032 Reduced 5.78%	65,770 $3.07 Million
Q3 2022 Nov 14, 2022	BUY	$42.78 - $50.95 $1.52 Million - $1.81 Million	35,559 Added 103.84%	69,802 $2.99 Million
Q2 2022 Aug 15, 2022	BUY	$44.97 - $55.51 $1.54 Million - $1.9 Million	34,243 New	34,243 $1.58 Million

Others Institutions Holding SPGM

# of Institutions

141

Shares Held

10.1M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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Atria Wealth Solutions, Inc. Spdr Index Shs Fds S Spdr Port Transaction History