Atria Investments LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History

Atria Investments LLC

$7.93 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	SELL	$38.02 - $39.4 $106,646 - $110,517	-2,805 Reduced 29.59%	6,674 $256,000
Q4 2024 Feb 06, 2025	BUY	$37.81 - $38.94 $358,400 - $369,112	9,479 New	9,479 $366,000

Others Institutions Holding XJUN

# of Institutions

81

Shares Held

2.43M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

307K
Shares

$12.9 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

278K
Shares

$11.7 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

263K
Shares

$11.1 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

208K
Shares

$8.75 Million
0.02% of portfolio
Mutual Advisors, LLC Casper, WY

97.7K
Shares

$4.11 Million
0.11% of portfolio

About FT EXCH TRD FD VIII CBOE VEST

Ticker XJUN
Sector ETFs
Industry ETFs

More about XJUN

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.