Atria Wealth Solutions Inc. executed transactions involving multiple ETFs, including purchases and sales.

Atria Wealth Solutions Inc. made multiple transactions, purchasing 8,347 shares of Hartford Total Return Bond ETF, 865 shares of iShares Morningstar Small-Cap ETF, 21,578 shares of Invesco BulletShares 2025 Corporate Bond ETF, and shares of Vanguard FTSE All-World ex-US ETF. They also sold 11,944 shares of Vanguard Financials ETF, 7,288 shares of Vanguard Small-Cap Value ETF, and 3,509 shares of Schwab US Large-Cap ETF. The company holds $3.58M in The Charles Schwab Co. stock and $9.05M in iShares S&P Mid-Cap 400 Value ETF.

August 22, 2024
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