Atria Wealth Solutions, Inc. Spdr S&P Aerospace & Defense E Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 25,309 shares of XAR stock, worth $3.57 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

25,309

Previous 19,690 28.54%

Holding current value

$3.57 Million

Previous $2.67 Million 33.38%

% of portfolio

0.04%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$127.46 - $141.87 $716,197 - $797,167	5,619 Added 28.54%	25,309 $3.56 Million
Q4 2023 Feb 02, 2024	BUY	$109.6 - $136.33 $324,306 - $403,400	2,959 Added 17.69%	19,690 $2.67 Million
Q3 2023 Nov 08, 2023	BUY	$110.08 - $125.09 $319,452 - $363,011	2,902 Added 20.98%	16,731 $1.88 Million
Q2 2023 Aug 03, 2023	BUY	$110.78 - $122.64 $30,021 - $33,235	271 Added 2.0%	13,829 $1.68 Million
Q1 2023 Aug 22, 2023	SELL	$109.92 - $121.62 $10,882 - $12,040	-99 Reduced 0.72%	13,730 $1.61 Million

Q1 2023 Jun 14, 2023	SELL	$109.92 - $121.62 $18,906 - $20,918	-172 Reduced 1.25%	13,558 $1.59 Million
Q1 2023 May 10, 2023	BUY	$109.92 - $121.62 $18,906 - $20,918	172 Added 1.27%	13,730 $1.61 Million
Q4 2022 Aug 30, 2023	SELL	$104.59 - $113.09 $28,343 - $30,647	-271 Reduced 1.96%	13,558 $1.49 Million
Q4 2022 Feb 13, 2023	SELL	$104.59 - $113.09 $951,246 - $1.03 Million	-9,095 Reduced 40.15%	13,558 $1.49 Million
Q3 2022 Feb 13, 2023	SELL	N/A	-865 Reduced 3.68%	22,653 $0
Q3 2022 Nov 14, 2022	BUY	N/A	746 Added 3.28%	23,518 $2.25 Million
Q2 2022 Aug 15, 2022	BUY	N/A	3,553 Added 18.49%	22,772 $2.29 Million
Q1 2022 May 16, 2022	BUY	N/A	19,219 New	19,219 $2.4 Million

Others Institutions Holding XAR

# of Institutions

352

Shares Held

6.96M

Call Options Held

19.7K

Put Options Held

900

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About SPDR S&P AEROSPACE & DEFENSE E

Ticker XAR
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Atria Wealth Solutions, Inc. Spdr S&P Aerospace & Defense E Transaction History