Atria Investments LLC Donoghue Forlines Risk Managed Transaction History

Atria Investments LLC

$7.49 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	SELL	$29.3 - $33.61 $12,393 - $14,217	-423 Reduced 3.96%	10,255 $344,000
Q2 2024 Aug 13, 2024	BUY	$0.0 - $31.57 $0 - $337,104	10,678 New	10,678 $337,000

Others Institutions Holding DFNV

# of Institutions

13

Shares Held

425K

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

250K
Shares

$8.95 Million
0.01% of portfolio
Tradition Wealth Management, LLC

55.4K
Shares

$1.98 Million
0.19% of portfolio
American Portfolios Advisors Holbrook, NY

47.8K
Shares

$1.71 Million
0.04% of portfolio
Gts Securities LLC New York, NY

25.1K
Shares

$898,397
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

22.7K
Shares

$813,062
0.0% of portfolio

About DONOGHUE FORLINES RISK MANAGED

Ticker DFNV
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