Atria Investments LLC Invesco Exchange Traded Fd Tr Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 09, 2019	BUY	N/A	603,427 Added 5641.61%	614,123 $28.8 Million
Q1 2019 May 15, 2019	SELL	N/A	-196 Reduced 1.8%	10,696 $346,000
Q4 2018 Feb 12, 2019	BUY	N/A	10,892 New	10,892 $315,000

Others Institutions Holding PUI

# of Institutions

31

Shares Held

632K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

312K
Shares

$12.3 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

49K
Shares

$1.92 Million
0.0% of portfolio
Morgan Stanley New York, NY

46.1K
Shares

$1.81 Million
0.0% of portfolio
Roi Financial Advisors, LLC Beaverton, OR

43.4K
Shares

$1.7 Million
1.21% of portfolio
Advisors Preferred, LLC Rockville, MD

27.5K
Shares

$1.08 Million
0.17% of portfolio

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