Atria Wealth Solutions, Inc. Invesco ETF Fd Tr Invesco S&P Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 37,114 shares of XMVM stock, worth $2.13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

37,114

Previous 69,635 46.7%

Holding current value

$2.13 Million

Previous $3.86 Million 46.72%

% of portfolio

0.02%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$54.63 - $62.03 $1.78 Million - $2.02 Million	-32,521 Reduced 46.7%	37,114 $2.06 Million
Q3 2024 Nov 08, 2024	BUY	$50.67 - $56.52 $7,701 - $8,591	152 Added 0.22%	69,635 $3.86 Million
Q2 2024 Jul 22, 2024	SELL	$50.28 - $54.12 $71,548 - $77,012	-1,423 Reduced 2.01%	69,483 $3.59 Million
Q1 2024 May 13, 2024	SELL	$48.23 - $54.3 $17,941 - $20,199	-372 Reduced 0.52%	70,906 $3.85 Million
Q4 2023 Feb 02, 2024	SELL	$42.65 - $50.95 $585,413 - $699,339	-13,726 Reduced 16.15%	71,278 $3.59 Million
Q3 2023 Nov 08, 2023	SELL	$45.14 - $48.64 $346,088 - $372,922	-7,667 Reduced 8.27%	85,004 $3.9 Million
Q2 2023 Aug 03, 2023	BUY	$40.38 - $46.11 $147,629 - $168,578	3,656 Added 4.11%	92,671 $4.27 Million
Q1 2023 Aug 22, 2023	SELL	$41.53 - $49.14 $116,782 - $138,181	-2,812 Reduced 3.03%	89,859 $3.92 Million
Q1 2023 Jun 14, 2023	SELL	$41.53 - $49.14 $35,051 - $41,474	-844 Reduced 0.94%	89,015 $3.89 Million
Q1 2023 May 10, 2023	BUY	$41.53 - $49.14 $35,051 - $41,474	844 Added 0.95%	89,859 $3.92 Million
Q4 2022 Aug 30, 2023	SELL	$39.91 - $47.11 $145,910 - $172,234	-3,656 Reduced 3.95%	89,015 $3.92 Million
Q4 2022 Feb 13, 2023	BUY	$39.91 - $47.11 $931,499 - $1.1 Million	23,340 Added 35.54%	89,015 $3.92 Million
Q3 2022 Nov 14, 2022	SELL	$38.33 - $46.2 $267,965 - $322,984	-6,991 Reduced 9.62%	65,675 $2.54 Million
Q2 2022 Aug 15, 2022	SELL	$38.89 - $48.03 $561,649 - $693,649	-14,442 Reduced 16.58%	72,666 $2.86 Million
Q1 2022 May 16, 2022	BUY	$44.9 - $50.28 $3.91 Million - $4.38 Million	87,108 New	87,108 $4.2 Million

Others Institutions Holding XMVM

# of Institutions

Shares Held

2.83M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF FD TR INVESCO S&P

Ticker XMVM
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Atria Wealth Solutions, Inc. Invesco ETF Fd Tr Invesco S&P Transaction History