Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 409,548 shares of SPHQ stock, worth $27.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

409,548

Previous 211,854 93.32%

Holding current value

$27.4 Million

Previous $13.5 Million 104.67%

% of portfolio

0.31%

Previous 0.15%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$61.47 - $67.36 $12.2 Million - $13.3 Million	197,694 Added 93.32%	409,548 $27.6 Million
Q2 2024 Jul 22, 2024	BUY	$57.33 - $65.34 $2.95 Million - $3.36 Million	51,382 Added 32.02%	211,854 $13.5 Million
Q1 2024 May 13, 2024	BUY	$53.17 - $60.48 $404,092 - $459,648	7,600 Added 4.97%	160,472 $9.7 Million
Q4 2023 Feb 02, 2024	BUY	$47.93 - $54.22 $131,711 - $148,996	2,748 Added 1.83%	152,872 $8.27 Million
Q3 2023 Nov 08, 2023	BUY	$49.63 - $52.55 $698,542 - $739,641	14,075 Added 10.35%	150,124 $7.51 Million
Q2 2023 Aug 03, 2023	BUY	$46.8 - $50.45 $1.94 Million - $2.09 Million	41,464 Added 43.84%	136,049 $6.86 Million
Q1 2023 Aug 22, 2023	SELL	$43.64 - $47.32 $1.9 Million - $2.06 Million	-43,458 Reduced 31.94%	92,591 $4.38 Million
Q1 2023 Jun 14, 2023	BUY	$43.64 - $47.32 $87,018 - $94,356	1,994 Added 2.15%	94,585 $4.48 Million
Q1 2023 May 10, 2023	SELL	$43.64 - $47.32 $87,018 - $94,356	-1,994 Reduced 2.11%	92,591 $4.38 Million
Q4 2022 Aug 30, 2023	SELL	$40.0 - $46.54 $1.66 Million - $1.93 Million	-41,464 Reduced 30.48%	94,585 $4.16 Million
Q4 2022 Feb 13, 2023	BUY	$40.0 - $46.54 $102,120 - $118,816	2,553 Added 2.77%	94,585 $4.16 Million
Q3 2022 Nov 14, 2022	BUY	$39.74 - $47.08 $608,339 - $720,700	15,308 Added 19.95%	92,032 $3.66 Million
Q2 2022 Aug 15, 2022	BUY	$41.15 - $50.23 $258,874 - $315,996	6,291 Added 8.93%	76,724 $3.22 Million
Q1 2022 May 16, 2022	BUY	$46.47 - $53.72 $3.27 Million - $3.78 Million	70,433 New	70,433 $3.52 Million

Others Institutions Holding SPHQ

# of Institutions

563

Shares Held

123M

Call Options Held

6.9K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

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. Invesco Exchange Traded Fd Tr Transaction History