Atria Wealth Solutions, Inc. Pimco ETF Tr Broad Us Tips Ind Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$51.6 - $54.0 $2,838 - $2,970	55 Added 1.42%	3,936 $203,000
Q2 2023 Aug 03, 2023	SELL	$53.81 - $55.94 $3,390 - $3,524	-63 Reduced 1.6%	3,881 $209,000
Q1 2023 Aug 22, 2023	BUY	$53.96 - $55.8 $5,234 - $5,412	97 Added 2.5%	3,978 $221,000
Q1 2023 Jun 14, 2023	SELL	$53.96 - $55.8 $1,834 - $1,897	-34 Reduced 0.85%	3,944 $220,000
Q1 2023 May 10, 2023	BUY	$53.96 - $55.8 $1,834 - $1,897	34 Added 0.86%	3,978 $221,000

Q4 2022 Aug 30, 2023	BUY	$53.53 - $56.0 $3,372 - $3,528	63 Added 1.62%	3,944 $213,000
Q4 2022 Feb 13, 2023	SELL	$53.53 - $56.0 $29,120 - $30,464	-544 Reduced 12.12%	3,944 $213,000
Q3 2022 Feb 13, 2023	BUY	N/A	105 Added 2.4%	4,488 $0
Q2 2022 Aug 15, 2022	BUY	N/A	105 Added 2.45%	4,383 $252,000
Q1 2022 May 16, 2022	BUY	N/A	4,278 New	4,278 $271,000

Others Institutions Holding TIPZ

# of Institutions

49

Shares Held

1.05M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

283K
Shares

$14.9 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

80K
Shares

$4.21 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

70.3K
Shares

$3.7 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

60.8K
Shares

$3.2 Million
0.0% of portfolio
Litman Gregory Wealth Management LLC

47.9K
Shares

$2.52 Million
0.23% of portfolio

About PIMCO ETF TR BROAD US TIPS IND

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