Atria Investments LLC Ishares Esg Aware Aggressive A Transaction History

Atria Investments LLC

$7.33 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$35.68 - $37.3 $8,206 - $8,579	230 Added 4.07%	5,877 $209,000
Q3 2024 Nov 01, 2024	BUY	$33.44 - $36.69 $188,835 - $207,188	5,647 New	5,647 $206,000

Others Institutions Holding EAOA

# of Institutions

19

Shares Held

105K

Call Options Held

0

Put Options Held

0

Cardinal Point Capital Management, Ulc Toronto, Z4

31.5K
Shares

$1.15 Million
0.1% of portfolio
Cardinal Point Wealth Management Partners, LLC

31.3K
Shares

$1.14 Million
0.28% of portfolio
Sax Wealth Advisors, LLC Parsippany, NJ

7.69K
Shares

$280,915
0.02% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

7.29K
Shares

$266,267
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

5.96K
Shares

$217,536
0.0% of portfolio

About ISHARES ESG AWARE AGGRESSIVE A

Ticker EAOA
Sector Technology

More about EAOA

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.