Number of Shares
20,114
Holding current value
$0
% of portfolio
0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

BUY
N/A
20,114 New
20,114 $0
Q2 2024

Jul 22, 2024

BUY
N/A
1,678 Added 84.92%
3,654 $0
Q1 2024

May 13, 2024

BUY
N/A
91 Added 4.83%
1,976 $0
Q4 2023

Feb 02, 2024

BUY
N/A
59 Added 3.23%
1,885 $0
Q3 2023

Nov 08, 2023

SELL
N/A
-174 Reduced 8.7%
1,826 $0
Q2 2023

Aug 03, 2023

SELL
N/A
-131 Reduced 6.15%
2,000 $0
Q1 2023

Aug 22, 2023

BUY
N/A
13 Added 0.65%
2,013 $0
Q1 2023

Jun 14, 2023

BUY
N/A
118 Added 5.86%
2,131 $0
Q1 2023

May 10, 2023

SELL
N/A
-1,632 Reduced 44.77%
2,013 $0
Q4 2022

Aug 30, 2023

BUY
N/A
131 Added 6.55%
2,131 $0
Q4 2022

Feb 13, 2023

BUY
N/A
1,872 Added 105.58%
3,645 $0
Q3 2022

Feb 13, 2023

BUY
N/A
1,773 New
1,773 $0
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.