Atria Investments LLC First Tr Exch Trd Fd Viii Firs Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$21.0 - $22.1 $55,524 - $58,432	2,644 Added 5.0%	55,569 $1.21 Million
Q4 2022 Jan 31, 2023	SELL	$20.43 - $21.75 $815,586 - $868,281	-39,921 Reduced 43.0%	52,925 $1.12 Million
Q3 2022 Nov 01, 2022	SELL	$21.26 - $23.46 $996,371 - $1.1 Million	-46,866 Reduced 33.54%	92,846 $1.99 Million
Q2 2022 Aug 11, 2022	SELL	$22.27 - $24.14 $1.08 Million - $1.17 Million	-48,667 Reduced 25.83%	139,712 $3.18 Million
Q1 2022 May 02, 2022	SELL	$24.06 - $25.68 $39,939 - $42,628	-1,660 Reduced 0.87%	188,379 $4.55 Million
Q4 2021 Feb 04, 2022	BUY	$25.65 - $25.96 $931,171 - $942,425	36,303 Added 23.61%	190,039 $4.88 Million
Q3 2021 Nov 16, 2021	BUY	$25.86 - $26.11 $140,238 - $141,594	5,423 Added 3.66%	153,736 $3.99 Million
Q2 2021 Aug 10, 2021	SELL	$25.76 - $26.02 $848,148 - $856,708	-32,925 Reduced 18.17%	148,313 $3.85 Million
Q1 2021 May 11, 2021	BUY	$25.74 - $25.97 $4.67 Million - $4.71 Million	181,238 New	181,238 $4.67 Million

Others Institutions Holding DEED

# of Institutions

35

Shares Held

2.17M

Call Options Held

0

Put Options Held

0

Gds Wealth Management

808K
Shares

$16.9 Million
1.72% of portfolio
New Edge Advisors, LLC New Orleans, LA

294K
Shares

$6.14 Million
0.04% of portfolio
Legacy Cg, LLC Plano, TX

240K
Shares

$5.01 Million
2.24% of portfolio
Raymond James & Associates St Petersburg, FL

148K
Shares

$3.1 Million
0.0% of portfolio
Blackhawk Capital Partners Llc. Thiensville, WI

118K
Shares

$2.47 Million
1.4% of portfolio

About FIRST TR EXCH TRD FD VIII FIRS

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