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 5,218 shares of XSLV stock, worth $226,513. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,218
Previous 5,485 4.87%
Holding current value
$226,513
Previous $242,000 4.96%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2024
SELL
$42.24 - $44.21 $11,278 - $11,804
-267 Reduced 4.87%
5,218 $230,000
Q4 2023

Feb 02, 2024
SELL
$37.81 - $44.62 $36,032 - $42,522
-953 Reduced 14.8%
5,485 $242,000
Q3 2023

Nov 08, 2023
BUY
$39.27 - $43.12 $117 - $129
3 Added 0.05%
6,438 $253,000
Q2 2023

Aug 03, 2023
BUY
$38.47 - $42.46 $23,235 - $25,645
604 Added 10.36%
6,435 $256,000
Q1 2023

Aug 22, 2023
SELL
$40.98 - $48.19 $10,408 - $12,240
-254 Reduced 3.95%
6,181 $261,000
Q1 2023

Jun 14, 2023
SELL
$40.98 - $48.19 $14,342 - $16,866
-350 Reduced 5.66%
5,831 $246,000
Q1 2023

May 10, 2023
BUY
$40.98 - $48.19 $14,342 - $16,866
350 Added 6.0%
6,181 $261,000
Q4 2022

Aug 30, 2023
SELL
$43.99 - $47.47 $26,569 - $28,671
-604 Reduced 9.39%
5,831 $260,000
Q4 2022

Feb 13, 2023
SELL
$43.99 - $47.47 $317,167 - $342,258
-7,210 Reduced 55.29%
5,831 $260,000
Q3 2022

Feb 13, 2023
SELL
N/A
-474 Reduced 3.51%
13,041 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-352 Reduced 2.54%
13,515 $576,000
Q2 2022

Aug 15, 2022
SELL
N/A
-388 Reduced 2.72%
13,867 $617,000
Q1 2022

May 16, 2022
BUY
N/A
14,255 New
14,255 $699,000

Others Institutions Holding XSLV

# of Institutions
127
Shares Held
3.66M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P SMALLCAP

XSLV Quotes by TradingView
  • Ticker XSLV
  • Sector ETFs
  • Industry ETFs
More about XSLV
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