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

Atria Investments LLC

$8.14 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$30.9 - $34.31 $145,569 - $161,634	4,711 Added 4.47%	110,097 $3.78 Million
Q1 2025 May 06, 2025	BUY	$32.13 - $33.82 $3.39 Million - $3.56 Million	105,386 New	105,386 $3.41 Million

Others Institutions Holding UFEB

# of Institutions

95

Shares Held

4.76M

Call Options Held

0

Put Options Held

0

Talon Private Wealth, LLC The Villages, FL

1.01M
Shares

$36.4 Million
4.79% of portfolio
High Tower Advisors, LLC Chicago, IL

771K
Shares

$27.7 Million
0.03% of portfolio
Kfg Wealth Management, LLC Granger, IN

415K
Shares

$14.9 Million
3.14% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

162K
Shares

$5.83 Million
0.34% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

150K
Shares

$5.41 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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