Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 158,876 shares of XMHQ stock, worth $16.1 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

158,876

Previous 132,013 20.35%

Holding current value

$16.1 Million

Previous $13.5 Million 15.53%

% of portfolio

0.18%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$98.47 - $109.35 $2.65 Million - $2.94 Million	26,863 Added 20.35%	158,876 $15.6 Million
Q3 2024 Nov 08, 2024	BUY	$94.31 - $103.26 $987,802 - $1.08 Million	10,474 Added 8.62%	132,013 $13.5 Million
Q2 2024 Jul 22, 2024	BUY	$96.76 - $109.6 $603,008 - $683,027	6,232 Added 5.4%	121,539 $11.8 Million
Q1 2024 May 13, 2024	BUY	$86.47 - $110.05 $3.89 Million - $4.95 Million	44,952 Added 63.89%	115,307 $12.7 Million
Q4 2023 Feb 02, 2024	BUY	$75.71 - $89.74 $1.4 Million - $1.66 Million	18,520 Added 35.73%	70,355 $6.24 Million
Q3 2023 Nov 08, 2023	BUY	$78.95 - $85.08 $893,635 - $963,020	11,319 Added 27.94%	51,835 $4.17 Million
Q2 2023 Aug 03, 2023	BUY	$71.58 - $80.71 $2.03 Million - $2.29 Million	28,323 Added 232.29%	40,516 $3.27 Million
Q1 2023 Aug 22, 2023	SELL	$68.44 - $77.13 $2.02 Million - $2.27 Million	-29,475 Reduced 72.75%	11,041 $810,000
Q1 2023 Jun 14, 2023	BUY	$68.44 - $77.13 $78,842 - $88,853	1,152 Added 10.43%	12,193 $894,000
Q1 2023 May 10, 2023	SELL	$68.44 - $77.13 $78,842 - $88,853	-1,152 Reduced 9.45%	11,041 $810,000
Q4 2022 Aug 30, 2023	SELL	$64.25 - $74.4 $1.82 Million - $2.11 Million	-28,323 Reduced 69.91%	12,193 $842,000
Q4 2022 Feb 13, 2023	SELL	$64.25 - $74.4 $1.6 Million - $1.86 Million	-24,965 Reduced 67.19%	12,193 $842,000
Q3 2022 Nov 14, 2022	SELL	$62.1 - $73.87 $75,451 - $89,752	-1,215 Reduced 3.17%	37,158 $2.32 Million
Q2 2022 Aug 15, 2022	SELL	$62.01 - $75.76 $3.28 Million - $4 Million	-52,819 Reduced 57.92%	38,373 $2.44 Million
Q1 2022 May 16, 2022	BUY	$70.84 - $81.3 $6.46 Million - $7.41 Million	91,192 New	91,192 $6.89 Million

Others Institutions Holding XMHQ

# of Institutions

378

Shares Held

40.3M

Call Options Held

6.2K

Put Options Held

100

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMHQ
Sector ETFs
Industry ETFs

More about XMHQ

Track This Portfolio

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.

Account

Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History