Atria Wealth Solutions, Inc. Ishares Tr Us Tech Breakthroug Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	SELL	$48.9 - $56.81 $34,719 - $40,335	-710 Reduced 7.82%	8,369 $409,000
Q4 2024 Jan 31, 2025	BUY	$50.52 - $56.61 $12,377 - $13,869	245 Added 2.77%	9,079 $482,000
Q3 2024 Nov 08, 2024	SELL	$45.31 - $51.64 $16,991 - $19,365	-375 Reduced 4.07%	8,834 $452,000
Q2 2024 Jul 22, 2024	SELL	$44.24 - $50.44 $13,714 - $15,636	-310 Reduced 3.26%	9,209 $464,000
Q1 2024 May 13, 2024	BUY	$41.58 - $48.42 $18,378 - $21,401	442 Added 4.87%	9,519 $455,000
Q4 2023 Feb 02, 2024	BUY	$34.68 - $43.18 $45,638 - $56,824	1,316 Added 16.96%	9,077 $389,000
Q3 2023 Nov 08, 2023	BUY	$35.99 - $39.66 $23,465 - $25,858	652 Added 9.17%	7,761 $283,000
Q2 2023 Aug 03, 2023	BUY	$31.61 - $38.34 $224,715 - $272,559	7,109 New	7,109 $269,000

Others Institutions Holding TECB

# of Institutions

82

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

4.32M
Shares

$249 Million
0.45% of portfolio
Bank Of America Corp Charlotte, NC

268K
Shares

$15.4 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

152K
Shares

$8.74 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

62.5K
Shares

$3.6 Million
0.0% of portfolio
Valley National Advisers Inc

45K
Shares

$2.59 Million
0.42% of portfolio

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