Atria Wealth Solutions, Inc. Ft Exch Trd Fd Viii Cboe Vest Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	SELL	$23.53 - $25.24 $282,948 - $303,511	-12,025 Reduced 40.16%	17,918 $426,000
Q4 2024 Jan 31, 2025	BUY	$23.92 - $24.89 $16,744 - $17,423	700 Added 2.39%	29,943 $733,000
Q3 2024 Nov 08, 2024	SELL	$22.43 - $24.11 $2,871 - $3,086	-128 Reduced 0.44%	29,243 $705,000
Q2 2024 Jul 22, 2024	SELL	$21.77 - $23.24 $18,918 - $20,195	-869 Reduced 2.87%	29,371 $681,000
Q1 2024 May 13, 2024	BUY	$21.05 - $22.52 $32,543 - $34,815	1,546 Added 5.39%	30,240 $681,000
Q4 2023 Feb 02, 2024	BUY	$19.11 - $21.34 $27,441 - $30,644	1,436 Added 5.27%	28,694 $610,000
Q3 2023 Nov 08, 2023	BUY	$19.61 - $20.73 $34,435 - $36,401	1,756 Added 6.89%	27,258 $536,000
Q2 2023 Aug 03, 2023	BUY	$18.82 - $20.18 $189,310 - $202,990	10,059 Added 65.14%	25,502 $514,000
Q1 2023 Aug 22, 2023	SELL	$17.82 - $19.09 $52,372 - $56,105	-2,939 Reduced 11.52%	22,563 $427,000
Q1 2023 Jun 14, 2023	SELL	$17.82 - $19.09 $126,878 - $135,920	-7,120 Reduced 31.56%	15,443 $292,000
Q1 2023 May 10, 2023	BUY	$17.82 - $19.09 $126,878 - $135,920	7,120 Added 46.11%	22,563 $427,000
Q4 2022 Aug 30, 2023	SELL	$16.83 - $18.72 $169,292 - $188,304	-10,059 Reduced 39.44%	15,443 $277,000
Q4 2022 Feb 13, 2023	BUY	$16.83 - $18.72 $9,811 - $10,913	583 Added 3.92%	15,443 $277,000
Q3 2022 Nov 14, 2022	BUY	$16.87 - $19.15 $21,964 - $24,933	1,302 Added 9.6%	14,860 $251,000
Q2 2022 Aug 15, 2022	BUY	$17.21 - $19.96 $233,333 - $270,617	13,558 New	13,558 $239,000

Others Institutions Holding BUFG

# of Institutions

93

Shares Held

8.01M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

984K
Shares

$26.4 Million
0.03% of portfolio
Envestnet Asset Management Inc

802K
Shares

$21.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

717K
Shares

$19.3 Million
0.01% of portfolio
Centennial Wealth Advisory LLC

606K
Shares

$16.3 Million
5.07% of portfolio
Cetera Investment Advisers Schaumburg, IL

427K
Shares

$11.5 Million
0.02% of portfolio

About FT EXCH TRD FD VIII CBOE VEST

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