Atria Wealth Solutions, Inc. Spdr Tr Ser Spdr S&P Semicondu Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$207.87 - $240.14 $167,751 - $193,792	807 Added 3.88%	21,592 $5.01 Million
Q4 2023 Feb 02, 2024	SELL	$166.78 - $229.29 $90,394 - $124,275	-542 Reduced 2.54%	20,785 $4.67 Million
Q3 2023 Nov 08, 2023	BUY	$190.05 - $231.97 $151,469 - $184,880	797 Added 3.88%	21,327 $4.18 Million
Q2 2023 Aug 03, 2023	BUY	$174.52 - $221.45 $2.48 Million - $3.15 Million	14,218 Added 225.25%	20,530 $4.54 Million
Q1 2023 Aug 22, 2023	SELL	$164.86 - $210.4 $2.66 Million - $3.39 Million	-16,135 Reduced 78.59%	4,395 $916,000
Q1 2023 Jun 14, 2023	BUY	$164.86 - $210.4 $316,036 - $403,336	1,917 Added 43.62%	6,312 $1.32 Million
Q1 2023 May 10, 2023	SELL	$164.86 - $210.4 $316,036 - $403,336	-1,917 Reduced 30.37%	4,395 $916,000
Q4 2022 Aug 30, 2023	SELL	$143.14 - $185.87 $2.04 Million - $2.64 Million	-14,218 Reduced 69.25%	6,312 $1.06 Million
Q4 2022 Feb 13, 2023	SELL	$143.14 - $185.87 $928,549 - $1.21 Million	-6,487 Reduced 50.68%	6,312 $1.06 Million
Q3 2022 Nov 14, 2022	BUY	$146.01 - $192.21 $72,274 - $95,143	495 Added 4.02%	12,799 $1.95 Million
Q2 2022 Aug 15, 2022	BUY	$151.34 - $207.13 $77,637 - $106,257	513 Added 4.35%	12,304 $1.87 Million
Q1 2022 May 16, 2022	BUY	$181.29 - $248.38 $2.14 Million - $2.93 Million	11,791 New	11,791 $2.45 Million

Others Institutions Holding XSD

# of Institutions

224

Shares Held

4.28M

Call Options Held

31.3K

Put Options Held

25.3K

International Assets Investment Management, LLC Orlando, FL

2.06M
Shares

$501 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

201K
Shares

$48.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

173K
Shares

$42.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

123K
Shares

$30 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

118K
Shares

$28.8 Million
0.01% of portfolio

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