Atria Wealth Solutions, Inc. Invesco ETF Tr Ii Solar ETF 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 Solar ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,301 shares of TAN stock, worth $191,048. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,301

Previous 6,085 12.88%

Holding current value

$191,048

Previous $244,000 6.56%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$38.1 - $44.5 $29,870 - $34,888	-784 Reduced 12.88%	5,301 $228,000
Q2 2024 Jul 22, 2024	SELL	$39.59 - $49.0 $43,746 - $54,145	-1,105 Reduced 15.37%	6,085 $244,000
Q1 2024 May 13, 2024	SELL	$41.1 - $52.07 $21,988 - $27,857	-535 Reduced 6.93%	7,190 $326,000
Q4 2023 Feb 02, 2024	SELL	$40.95 - $54.22 $62,735 - $83,065	-1,532 Reduced 16.55%	7,725 $412,000
Q3 2023 Nov 08, 2023	SELL	$51.68 - $73.55 $85,788 - $122,093	-1,660 Reduced 15.21%	9,257 $479,000
Q2 2023 Aug 03, 2023	SELL	$68.04 - $78.4 $328,973 - $379,064	-4,835 Reduced 30.69%	10,917 $779,000
Q1 2023 Aug 22, 2023	BUY	$69.41 - $82.63 $269,102 - $320,356	3,877 Added 35.51%	14,794 $1.15 Million
Q1 2023 Jun 14, 2023	BUY	$69.41 - $82.63 $66,494 - $79,159	958 Added 6.48%	15,752 $1.22 Million
Q1 2023 May 10, 2023	SELL	$69.41 - $82.63 $66,494 - $79,159	-958 Reduced 6.08%	14,794 $1.15 Million
Q4 2022 Aug 30, 2023	BUY	$64.86 - $83.98 $313,598 - $406,043	4,835 Added 44.29%	15,752 $1.15 Million
Q4 2022 Feb 13, 2023	SELL	$64.86 - $83.98 $272,152 - $352,380	-4,196 Reduced 21.03%	15,752 $1.15 Million
Q3 2022 Nov 14, 2022	BUY	$69.71 - $90.13 $22,655 - $29,292	325 Added 1.66%	19,948 $1.47 Million
Q2 2022 Aug 15, 2022	BUY	$57.59 - $79.41 $314,671 - $433,896	5,464 Added 38.59%	19,623 $1.4 Million
Q1 2022 May 16, 2022	BUY	$59.66 - $78.49 $844,725 - $1.11 Million	14,159 New	14,159 $1.07 Million

Others Institutions Holding TAN

# of Institutions

271

Shares Held

8.66M

Call Options Held

3.4M

Put Options Held

2.43M

View Full List

About INVESCO ETF TR II SOLAR ETF

Ticker TAN
Sector ETFs
Industry ETFs

More about TAN

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 ETF Tr Ii Solar ETF Transaction History