Atria Investments LLC Fidelity Covington Tr Msci Mat Transaction History

Atria Investments LLC

$7.93 Billion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	SELL	$47.92 - $55.17 $221,869 - $255,437	-4,630 Reduced 38.62%	7,358 $354,000
Q3 2024 Nov 01, 2024	SELL	$48.71 - $54.57 $402,588 - $451,021	-8,265 Reduced 40.81%	11,988 $649,000
Q2 2024 Aug 13, 2024	BUY	$49.37 - $52.46 $999,890 - $1.06 Million	20,253 New	20,253 $1 Million
Q1 2020 May 15, 2020	SELL	$20.81 - $34.14 $625,298 - $1.03 Million	-30,048 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$30.76 - $34.33 $45,278 - $50,533	1,472 Added 5.15%	30,048 $1.03 Million
Q3 2019 Nov 14, 2019	BUY	$30.4 - $33.35 $44,566 - $48,891	1,466 Added 5.41%	28,576 $924,000
Q2 2019 Aug 26, 2019	BUY	$29.48 - $32.93 $799,202 - $892,732	27,110 New	27,110 $850,000

Others Institutions Holding FMAT

# of Institutions

122

Shares Held

3.39M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

915K
Shares

$47.8 Million
0.39% of portfolio
Lido Advisors, LLC Los Angeles, CA

574K
Shares

$30 Million
0.11% of portfolio
Centerline Wealth Advisors, LLC Louisville, KY

174K
Shares

$9.11 Million
3.98% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

159K
Shares

$8.32 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

92.7K
Shares

$4.84 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI MAT

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