Atria Investments LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$130.07 - $145.59 $1.73 Million - $1.94 Million	-13,302 Reduced 42.35%	18,105 $2.63 Million
Q3 2023 Nov 07, 2023	SELL	$133.53 - $143.85 $10,949 - $11,795	-82 Reduced 0.26%	31,407 $4.19 Million
Q2 2023 Aug 04, 2023	BUY	$133.6 - $140.61 $4.21 Million - $4.43 Million	31,489 New	31,489 $4.43 Million
Q4 2021 Feb 04, 2022	SELL	$133.85 - $150.71 $2.03 Million - $2.28 Million	-15,160 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$133.4 - $142.58 $2.02 Million - $2.16 Million	15,160 New	15,160 $2.02 Million
Q4 2019 Feb 11, 2020	SELL	$108.62 - $114.28 $10.8 Million - $11.3 Million	-99,140 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$110.17 - $111.99 $142,229 - $144,579	1,291 Added 1.32%	99,140 $11.1 Million
Q2 2019 Aug 26, 2019	BUY	N/A	81,758 Added 508.1%	97,849 $10.7 Million
Q2 2019 Aug 09, 2019	BUY	N/A	16,091 New	16,091 $20,000

Others Institutions Holding LGLV

# of Institutions

155

Shares Held

3.44M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

616K
Shares

$105 Million
11.49% of portfolio
Cwm, LLC

318K
Shares

$54.1 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

276K
Shares

$46.9 Million
2.47% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$40.6 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$36.1 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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