Key shares owned by Atria Wealth Solutions
Historical chart of Atria Wealth Solutions investment in Key
Tip: Access up to 7 years of quarterly data
All positions including Key held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Key by Atria Wealth Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $470k | 33k | 14.40 |
2023-09-30 | $2.2M | 205k | 10.76 |
2023-06-30 | $2.0M | 213k | 9.24 |
2023-03-31 | $2.4M | 192k | 12.52 |
2022-12-31 | $592k | 34k | 17.40 |
2022-09-30 | $699k | 44k | 15.99 |
2022-06-30 | $184k | 11k | 17.23 |
2022-03-31 | $890k | 40k | 22.38 |