Atria Investments LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Atria Investments LLC

$6.92 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 16, 2021	SELL	$32.1 - $32.43 $2.34 Million - $2.36 Million	-72,814 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$31.59 - $32.2 $2.3 Million - $2.34 Million	72,814 New	72,814 $2.35 Million

Others Institutions Holding DOCT

# of Institutions

65

Shares Held

1.67M

Call Options Held

0

Put Options Held

0

Per Stirling Capital Management, Llc. Austin, TX

215K
Shares

$8.26 Million
1.35% of portfolio
Mutual Advisors, LLC Casper, WY

183K
Shares

$7.02 Million
0.22% of portfolio
Envestnet Asset Management Inc

112K
Shares

$4.29 Million
0.0% of portfolio
Harbour Investments, Inc. Madison, WI

106K
Shares

$4.05 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

99K
Shares

$3.8 Million
0.01% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
Sector ETFs
Industry ETFs

More about DOCT

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.