A detailed history of Atria Wealth Solutions, Inc. transactions in White Horse Finance, Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 65,169 shares of WHF stock, worth $692,094. This represents 0.01% of its overall portfolio holdings.

Number of Shares
65,169
Previous 64,275 1.39%
Holding current value
$692,094
Previous $788,000 4.31%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

BUY
$11.17 - $12.62 $9,985 - $11,282
894 Added 1.39%
65,169 $754,000
Q2 2024

Jul 22, 2024

BUY
$12.1 - $13.25 $107,278 - $117,474
8,866 Added 16.0%
64,275 $788,000
Q1 2024

May 13, 2024

SELL
$12.2 - $12.87 $38,295 - $40,398
-3,139 Reduced 5.36%
55,409 $687,000
Q4 2023

Feb 02, 2024

SELL
$11.61 - $13.04 $193,968 - $217,859
-16,707 Reduced 22.2%
58,548 $720,000
Q3 2023

Nov 08, 2023

BUY
$12.13 - $13.62 $126,418 - $141,947
10,422 Added 16.08%
75,255 $961,000
Q2 2023

Aug 03, 2023

BUY
$11.2 - $13.4 $392,974 - $470,165
35,087 Added 117.96%
64,833 $831,000
Q1 2023

Aug 22, 2023

SELL
$12.24 - $13.71 $75,422 - $84,481
-6,162 Reduced 9.5%
58,671 $734,000
Q1 2023

Jun 14, 2023

SELL
$12.24 - $13.71 $354,042 - $396,561
-28,925 Reduced 49.3%
29,746 $372,000
Q1 2023

May 10, 2023

BUY
$12.24 - $13.71 $354,042 - $396,561
28,925 Added 97.24%
58,671 $734,000
Q4 2022

Aug 30, 2023

SELL
$10.98 - $13.6 $385,255 - $477,183
-35,087 Reduced 54.12%
29,746 $388,000
Q4 2022

Feb 13, 2023

BUY
$10.98 - $13.6 $19,544 - $24,208
1,780 Added 6.36%
29,746 $388,000
Q3 2022

Nov 14, 2022

BUY
$11.07 - $15.13 $309,583 - $423,125
27,966 New
27,966 $320,000

Others Institutions Holding WHF

About WhiteHorse Finance, Inc.


  • Ticker WHF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 23,243,088
  • Market Cap $247M
  • Description
  • WhiteHorse Finance, Inc. is business development company, non-diversified, closed end management company specializing in originating senior secured loans, lower middle market, growth capital industries. It prefers to invest in United States. It typically invests between $5 million to $25 million in companies having enterprise value of between $5...
More about WHF
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.