Atria Investments LLC First Tr Ex Trd Viii Cboe Vest Transaction History

Atria Investments LLC

$7.93 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$41.51 - $44.56 $1.53 Million - $1.65 Million	36,929 New	36,929 $1.55 Million

Others Institutions Holding DJUN

# of Institutions

103

Shares Held

2.26M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

187K
Shares

$8.54 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

109K
Shares

$4.95 Million
0.01% of portfolio
Reap Financial Group, LLC Austin, TX

95.4K
Shares

$4.35 Million
1.01% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

88.3K
Shares

$4.03 Million
0.08% of portfolio
Armis Advisers, LLC Atlanta, GA

88.3K
Shares

$4.03 Million
0.31% of portfolio

About FIRST TR EX-TRD VIII CBOE VEST

Ticker DJUN
Sector Technology

More about DJUN

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.