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

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 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 69,635 shares of XMVM stock, worth $3.86 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

69,635

Previous 69,483 0.22%

Holding current value

$3.86 Million

Previous $3.59 Million 7.55%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2.82M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF FD TR INVESCO S&P

Ticker XMVM
Sector ETFs
Industry ETFs

More about XMVM

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 ETF Fd Tr Invesco S&P Transaction History