Atria Wealth Solutions, Inc. Ishares Tr Exponential Technol Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 4,237 shares of XT stock, worth $253,881. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,237

Previous 4,516 6.18%

Holding current value

$253,881

Previous $270,000 6.67%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$56.54 - $61.02 $15,774 - $17,024	-279 Reduced 6.18%	4,237 $252,000
Q4 2023 Feb 02, 2024	SELL	$48.21 - $60.43 $219,644 - $275,319	-4,556 Reduced 50.22%	4,516 $270,000
Q3 2023 Nov 08, 2023	BUY	$51.24 - $58.44 $17,472 - $19,928	341 Added 3.91%	9,072 $473,000
Q2 2023 Aug 03, 2023	BUY	$49.89 - $56.59 $220,463 - $250,071	4,419 Added 102.48%	8,731 $485,000
Q1 2023 Aug 22, 2023	SELL	$47.43 - $55.75 $223,822 - $263,084	-4,719 Reduced 54.05%	4,012 $211,000

Q1 2023 Jun 14, 2023	BUY	$47.43 - $55.75 $14,229 - $16,725	300 Added 7.48%	4,312 $227,000
Q1 2023 May 10, 2023	SELL	$47.43 - $55.75 $14,229 - $16,725	-300 Reduced 6.96%	4,012 $211,000
Q4 2022 Aug 30, 2023	SELL	$45.84 - $51.48 $202,566 - $227,490	-4,419 Reduced 50.61%	4,312 $204,000
Q4 2022 Feb 13, 2023	SELL	$45.84 - $51.48 $20,536 - $23,063	-448 Reduced 9.41%	4,312 $204,000
Q3 2022 Nov 14, 2022	SELL	$45.25 - $54.25 $32,761 - $39,277	-724 Reduced 13.2%	4,760 $212,000
Q2 2022 Aug 15, 2022	BUY	$45.91 - $60.17 $251,770 - $329,972	5,484 New	5,484 $263,000

Others Institutions Holding XT

# of Institutions

259

Shares Held

44.1M

Call Options Held

10.2K

Put Options Held

1.1K

View Full List

About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
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Atria Wealth Solutions, Inc. Ishares Tr Exponential Technol Transaction History