Atria Investments LLC Invesco Exchange Traded Fd Tr Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 09, 2019	BUY	N/A	603,427 Added 5641.61%	614,123 $28.8 Million
Q1 2019 May 15, 2019	SELL	N/A	-196 Reduced 1.8%	10,696 $346,000
Q4 2018 Feb 12, 2019	BUY	N/A	10,892 New	10,892 $315,000

Others Institutions Holding PUI

# of Institutions

32

Shares Held

645K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

312K
Shares

$12.9 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

49K
Shares

$2.03 Million
0.0% of portfolio
Morgan Stanley New York, NY

46.1K
Shares

$1.9 Million
0.0% of portfolio
Roi Financial Advisors, LLC Beaverton, OR

43.4K
Shares

$1.79 Million
1.21% of portfolio
Advisors Preferred, LLC Rockville, MD

27.5K
Shares

$1.14 Million
0.17% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PUI
Sector ETFs
Industry ETFs

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.