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

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 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 38,037 shares of XSHQ stock, worth $1.65 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

38,037

Previous 29,971 26.91%

Holding current value

$1.65 Million

Previous $1.3 Million 24.13%

% of portfolio

0.02%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$42.35 - $47.59 $341,595 - $383,860	8,066 Added 26.91%	38,037 $1.61 Million
Q3 2024 Nov 08, 2024	BUY	$38.22 - $43.47 $342,221 - $389,230	8,954 Added 42.6%	29,971 $1.3 Million
Q2 2024 Jul 22, 2024	SELL	$38.4 - $40.81 $61,478 - $65,336	-1,601 Reduced 7.08%	21,017 $816,000
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

Shares Held

6.12M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHQ
Sector ETFs
Industry ETFs

More about XSHQ

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 Tr Ii S&P Smallcap Transaction History