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

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	SELL	$24.42 - $25.87 $651,183 - $689,849	-26,666 Reduced 76.05%	8,397 $214,000
Q3 2023 Nov 08, 2023	SELL	$24.77 - $25.83 $278,018 - $289,915	-11,224 Reduced 24.25%	35,063 $870,000
Q2 2023 Aug 03, 2023	SELL	$25.7 - $26.69 $241,168 - $250,458	-9,384 Reduced 16.86%	46,287 $1.2 Million
Q1 2023 Aug 22, 2023	BUY	$25.69 - $26.67 $431,669 - $448,136	16,803 Added 36.3%	63,090 $1.68 Million
Q1 2023 Jun 14, 2023	SELL	$25.69 - $26.67 $190,594 - $197,864	-7,419 Reduced 11.76%	55,671 $1.48 Million
Q1 2023 May 10, 2023	BUY	$25.69 - $26.67 $190,594 - $197,864	7,419 Added 13.33%	63,090 $1.68 Million
Q4 2022 Aug 30, 2023	BUY	$25.28 - $26.67 $237,227 - $250,271	9,384 Added 20.27%	55,671 $1.43 Million
Q4 2022 Feb 13, 2023	SELL	$25.28 - $26.67 $1.1 Million - $1.16 Million	-43,402 Reduced 43.81%	55,671 $1.43 Million
Q3 2022 Nov 14, 2022	BUY	$25.36 - $28.61 $495,788 - $559,325	19,550 Added 24.58%	99,073 $2.51 Million
Q2 2022 Aug 15, 2022	BUY	$27.4 - $29.93 $1.19 Million - $1.3 Million	43,330 Added 119.72%	79,523 $2.19 Million
Q1 2022 May 16, 2022	BUY	$29.85 - $31.38 $1.08 Million - $1.14 Million	36,193 New	36,193 $1.1 Million

Others Institutions Holding SPIP

# of Institutions

231

Shares Held

21.6M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$91.1 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$35.7 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.3 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.5 Million
0.05% of portfolio

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