Atria Wealth Solutions, Inc. Double Line Yield Opportunities Fund Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Double Line Yield Opportunities Fund stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 53,239 shares of DLY stock, worth $826,269. This represents 0.01% of its overall portfolio holdings.

Number of Shares

53,239

Previous 78,117 31.85%

Holding current value

$826,269

Previous $1.24 Million 30.66%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$15.8 - $16.38 $393,072 - $407,501	-24,878 Reduced 31.85%	53,239 $857,000
Q4 2024 Jan 31, 2025	BUY	$15.64 - $16.56 $235,303 - $249,145	15,045 Added 23.85%	78,117 $1.24 Million
Q3 2024 Nov 08, 2024	BUY	$15.67 - $16.79 $282,921 - $303,143	18,055 Added 40.11%	63,072 $1.05 Million
Q2 2024 Jul 22, 2024	BUY	$15.04 - $15.97 $13,024 - $13,830	866 Added 1.96%	45,017 $710,000
Q1 2024 May 13, 2024	BUY	$14.7 - $15.94 $67,928 - $73,658	4,621 Added 11.69%	44,151 $703,000
Q4 2023 Feb 02, 2024	BUY	$13.65 - $15.05 $139,407 - $153,705	10,213 Added 34.84%	39,530 $587,000
Q3 2023 Nov 08, 2023	SELL	$14.02 - $15.18 $160,346 - $173,613	-11,437 Reduced 28.06%	29,317 $431,000
Q2 2023 Aug 03, 2023	BUY	$13.44 - $14.53 $343,768 - $371,648	25,578 Added 168.54%	40,754 $592,000
Q1 2023 Aug 22, 2023	SELL	$13.22 - $14.86 $350,435 - $393,908	-26,508 Reduced 65.04%	14,246 $199,000
Q1 2023 Jun 14, 2023	BUY	$13.22 - $14.86 $12,294 - $13,819	930 Added 6.53%	15,176 $212,000
Q1 2023 May 10, 2023	SELL	$13.22 - $14.86 $12,294 - $13,819	-930 Reduced 6.13%	14,246 $199,000
Q4 2022 Aug 30, 2023	SELL	$12.94 - $14.24 $330,979 - $364,230	-25,578 Reduced 62.76%	15,176 $199,000
Q4 2022 Feb 13, 2023	BUY	$12.94 - $14.24 $2,083 - $2,292	161 Added 1.07%	15,176 $199,000
Q3 2022 Nov 14, 2022	SELL	$13.49 - $15.49 $61,069 - $70,123	-4,527 Reduced 23.17%	15,015 $204,000
Q2 2022 Aug 15, 2022	BUY	$13.99 - $17.42 $36,066 - $44,908	2,578 Added 15.2%	19,542 $280,000
Q1 2022 May 16, 2022	BUY	$16.32 - $18.75 $276,852 - $318,075	16,964 New	16,964 $284,000

Others Institutions Holding DLY

# of Institutions

Shares Held

10.7M

Call Options Held

Put Options Held

View Full List

About DoubleLine Yield Opportunities Fund

Ticker DLY
Exchange NYSE
Sector N/A
Industry N/A

More about DLY

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. Double Line Yield Opportunities Fund Transaction History