Atria Wealth Solutions, Inc. Invesco ETF Tr Ii S&P 500 High Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 2,271 shares of SPHB stock, worth $202,505. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,271

Previous 7,092 67.98%

Holding current value

$202,505

Previous $598,000 66.22%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$77.64 - $90.33 $374,302 - $435,480	-4,821 Reduced 67.98%	2,271 $202,000
Q2 2024 Jul 22, 2024	SELL	$79.94 - $87.17 $25,740 - $28,068	-322 Reduced 4.34%	7,092 $598,000
Q1 2024 May 13, 2024	BUY	$78.22 - $87.74 $367,712 - $412,465	4,701 Added 173.28%	7,414 $650,000
Q4 2023 Feb 02, 2024	BUY	$63.45 - $83.21 $172,139 - $225,748	2,713 New	2,713 $223,000
Q2 2023 Aug 03, 2023	BUY	$64.88 - $76.39 $185,621 - $218,551	2,861 New	2,861 $218,000
Q1 2023 Aug 22, 2023	BUY	$62.16 - $76.87 $183,123 - $226,459	2,946 Added 102.97%	5,807 $406,000
Q1 2023 May 10, 2023	BUY	$62.16 - $76.87 $360,963 - $446,384	5,807 New	5,807 $406,000

Others Institutions Holding SPHB

# of Institutions

117

Shares Held

2.37M

Call Options Held

45.4K

Put Options Held

13.5K

View Full List

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHB
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Invesco ETF Tr Ii S&P 500 High Transaction History