Atria Investments LLC Innovator U.S. Equity Ultra Bu Transaction History

Atria Investments LLC

$6.92 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 11, 2021	SELL	N/A	-500,660 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	N/A	500,660 New	500,660 $14.2 Million
Q1 2020 May 15, 2020	SELL	N/A	-11,894 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	N/A	11,894 New	11,894 $317,000

Others Institutions Holding UDEC

# of Institutions

57

Shares Held

1.99M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

566K
Shares

$19.4 Million
0.38% of portfolio
Mgo One Seven LLC Beachwood, OH

151K
Shares

$5.18 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

113K
Shares

$3.88 Million
0.01% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

105K
Shares

$3.61 Million
1.0% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

69.7K
Shares

$2.39 Million
0.22% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
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