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

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 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 46,018 shares of SPGM stock, worth $2.98 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

46,018

Previous 47,713 3.55%

Holding current value

$2.98 Million

Previous $2.85 Million 1.79%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

131

Shares Held

9.88M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

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.

Account

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