Atria Investments LLC Simplify Exch Trad Fds Us Eq P Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 04, 2022	SELL	$30.18 - $33.42 $1.2 Million - $1.33 Million	-39,741 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$30.02 - $32.03 $1.19 Million - $1.27 Million	39,741 New	39,741 $1.21 Million

Others Institutions Holding SPD

# of Institutions

38

Shares Held

1.72M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

479K
Shares

$16.3 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.44 Million
0.02% of portfolio
Ae Wealth Management LLC

150K
Shares

$5.11 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

136K
Shares

$4.63 Million
0.74% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.84 Million
0.82% of portfolio

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