Atria Investments LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Atria Investments LLC

$7.49 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 05, 2020	SELL	$71.8 - $78.94 $2.62 Million - $2.88 Million	-36,511 Closed	0 $0
Q2 2020 Sep 22, 2020	BUY	$61.49 - $81.56 $514,179 - $682,004	8,362 Added 29.71%	36,511 $2.69 Million
Q1 2020 May 15, 2020	BUY	$55.12 - $93.97 $199,644 - $340,359	3,622 Added 14.77%	28,149 $1.82 Million
Q4 2019 Feb 11, 2020	SELL	$84.13 - $92.78 $23,640 - $26,071	-281 Reduced 1.13%	24,527 $2.27 Million
Q3 2019 Nov 14, 2019	BUY	$86.37 - $88.25 $63,827 - $65,216	739 Added 3.07%	24,808 $2.17 Million
Q2 2019 Aug 26, 2019	SELL	N/A	-2,051,870 Reduced 98.84%	24,069 $2 Million
Q2 2019 Aug 09, 2019	BUY	N/A	2,053,822 Added 9286.17%	2,075,939 $24,000
Q1 2019 May 15, 2019	BUY	N/A	22,117 New	22,117 $1.89 Million

Others Institutions Holding AIVL

# of Institutions

127

Shares Held

1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

96.8K
Shares

$10.7 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

88.4K
Shares

$9.82 Million
0.7% of portfolio
Noble Family Wealth, LLC Clearwater, FL

81.7K
Shares

$9.07 Million
2.4% of portfolio
Lpl Financial LLC Fort Mill, SC

38.7K
Shares

$4.3 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.9K
Shares

$3.76 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
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