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

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 22,618 shares of XSHQ stock, worth $877,578. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,618
Previous 21,328 6.05%
Holding current value
$877,578
Previous $850,000 9.53%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$37.97 - $41.18 $48,981 - $53,122
1,290 Added 6.05%
22,618 $931,000
Q4 2023

Feb 02, 2024
BUY
$33.63 - $40.52 $176,254 - $212,365
5,241 Added 32.58%
21,328 $850,000
Q3 2023

Nov 08, 2023
BUY
$35.01 - $38.25 $563,205 - $615,327
16,087 New
16,087 $573,000

Others Institutions Holding XSHQ

# of Institutions
51
Shares Held
2.39M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P SMALLCAP

XSHQ Quotes by TradingView
  • Ticker XSHQ
  • Sector ETFs
  • Industry ETFs
More about XSHQ
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email