A detailed history of Atria Wealth Solutions, Inc. transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 12,382 shares of TACK stock, worth $355,982. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,382
Previous 12,362 0.16%
Holding current value
$355,982
Previous $320,000 8.75%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$25.61 - $28.13 $512 - $562
20 Added 0.16%
12,382 $348,000
Q2 2024

Jul 22, 2024

BUY
$24.89 - $26.3 $18,194 - $19,225
731 Added 6.28%
12,362 $320,000
Q1 2024

May 13, 2024

BUY
$24.33 - $26.44 $30,899 - $33,578
1,270 Added 12.26%
11,631 $307,000
Q4 2023

Feb 02, 2024

BUY
$22.25 - $24.92 $2,469 - $2,766
111 Added 1.08%
10,361 $256,000
Q3 2023

Nov 08, 2023

BUY
$22.57 - $24.24 $231,342 - $248,459
10,250 New
10,250 $232,000

Others Institutions Holding TACK

About CAPITOL SER TR FAIRLEAD TACTIC


  • Ticker TACK
  • Sector ETFs
  • Industry ETFs
More about TACK
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.