Atria Wealth Solutions, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 16,529 shares of TFI stock, worth $752,400. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,529

Previous 12,783 29.3%

Holding current value

$752,400

Previous $584,000 32.53%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$45.6 - $46.83 $170,817 - $175,425	3,746 Added 29.3%	16,529 $774,000
Q2 2024 Jul 22, 2024	BUY	$45.15 - $46.21 $273,834 - $280,263	6,065 Added 90.28%	12,783 $584,000
Q1 2024 May 13, 2024	SELL	$46.43 - $47.07 $198,766 - $201,506	-4,281 Reduced 38.92%	6,718 $312,000
Q4 2023 Feb 02, 2024	BUY	$43.05 - $47.12 $231,695 - $253,599	5,382 Added 95.82%	10,999 $516,000
Q3 2023 Nov 08, 2023	BUY	$43.67 - $46.49 $245,294 - $261,134	5,617 New	5,617 $245,000
Q1 2023 Jun 14, 2023	BUY	$45.4 - $47.21 $359,068 - $373,383	7,909 New	7,909 $370,000
Q4 2022 Aug 30, 2023	BUY	$43.48 - $46.24 $343,883 - $365,712	7,909 New	7,909 $360,000
Q4 2022 Feb 13, 2023	BUY	$43.48 - $46.24 $101,134 - $107,554	2,326 Added 41.66%	7,909 $360,000
Q3 2022 Feb 13, 2023	SELL	$43.92 - $47.21 $193,072 - $207,535	-4,396 Reduced 44.05%	5,583 $0
Q3 2022 Nov 14, 2022	BUY	$43.92 - $47.21 $438,277 - $471,108	9,979 New	9,979 $448,000
Q2 2022 Aug 15, 2022	SELL	$45.07 - $47.95 $322,791 - $343,417	-7,162 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$47.75 - $51.66 $341,985 - $369,988	7,162 New	7,162 $343,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Atria Wealth Solutions, Inc. Spdr Nuveen Bloomberg Municipa Transaction History