A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 20,784 shares of PSI stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,784
Previous 22,419 7.29%
Holding current value
$1.1 Million
Previous $1.27 Million 3.16%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$50.1 - $64.84 $81,913 - $106,013
-1,635 Reduced 7.29%
20,784 $1.31 Million
Q1 2024

May 13, 2024

BUY
$45.91 - $58.22 $81,627 - $103,515
1,778 Added 8.61%
22,419 $1.27 Million
Q4 2023

Feb 02, 2024

SELL
$37.92 - $50.06 $5,270 - $6,958
-139 Reduced 0.67%
20,641 $1.02 Million
Q3 2023

Nov 08, 2023

BUY
$41.42 - $140.41 $587,211 - $1.99 Million
14,177 Added 214.71%
20,780 $889,000
Q2 2023

Aug 03, 2023

BUY
$109.08 - $136.79 $450,827 - $565,353
4,133 Added 167.33%
6,603 $903,000
Q1 2023

Aug 22, 2023

SELL
$99.23 - $123.56 $100,321 - $124,919
-1,011 Reduced 15.31%
5,592 $690,000
Q1 2023

Jun 14, 2023

SELL
$99.23 - $123.56 $309,796 - $385,754
-3,122 Reduced 55.83%
2,470 $305,000
Q1 2023

May 10, 2023

BUY
$99.23 - $123.56 $307,613 - $383,036
3,100 Added 124.4%
5,592 $690,000
Q4 2022

Aug 30, 2023

SELL
$93.71 - $111.55 $387,303 - $461,036
-4,133 Reduced 62.59%
2,470 $247,000
Q4 2022

Feb 13, 2023

SELL
$93.71 - $111.55 $336,418 - $400,464
-3,590 Reduced 59.03%
2,492 $249,000
Q3 2022

Nov 14, 2022

SELL
N/A
-224 Reduced 3.55%
6,082 $547,000
Q2 2022

Aug 15, 2022

SELL
N/A
-877 Reduced 12.21%
6,306 $615,000
Q1 2022

May 16, 2022

BUY
N/A
7,183 New
7,183 $931,000

Others Institutions Holding PSI

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PSI
  • Sector ETFs
  • Industry ETFs
More about PSI
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.