Atria Investments LLC Donoghue Forlines Risk Managed Transaction History

Atria Investments LLC

$7.36 Billion
Q2 2024

A detailed history of Atria Investments LLC transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Atria Investments LLC holds 10,678 shares of DFNV stock, worth $355,577. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,678

Holding current value

$355,577

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

Shares Held

1.82M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

747K
Shares

$24.9 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

251K
Shares

$8.35 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

245K
Shares

$8.14 Million
0.03% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

144K
Shares

$4.8 Million
0.29% of portfolio
Donoghue Forlines LLC

144K
Shares

$4.79 Million
1.33% of portfolio

View Full List

About DONOGHUE FORLINES RISK MANAGED

Ticker DFNV
Sector ETFs
Industry ETFs

More about DFNV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Account

Atria Investments LLC Donoghue Forlines Risk Managed Transaction History