Atria Wealth Solutions, Inc. First Tr Ex Tr Viii Cboe Vest Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 10,240 shares of DMAR stock, worth $396,595. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,240

Previous 30,976 66.94%

Holding current value

$396,595

Previous $1.18 Million 67.43%

% of portfolio

0.0%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$36.82 - $39.1 $763,499 - $810,777	-20,736 Reduced 66.94%	10,240 $385,000
Q4 2024 Jan 31, 2025	SELL	$37.14 - $38.49 $347,221 - $359,843	-9,349 Reduced 23.18%	30,976 $1.18 Million
Q3 2024 Nov 08, 2024	BUY	$35.04 - $37.34 $469,360 - $500,169	13,395 Added 49.74%	40,325 $1.51 Million
Q2 2024 Jul 22, 2024	BUY	$33.87 - $36.03 $113,633 - $120,880	3,355 Added 14.23%	26,930 $969,000
Q1 2024 May 13, 2024	BUY	$33.79 - $34.9 $159,184 - $164,413	4,711 Added 24.97%	23,575 $822,000
Q4 2023 Feb 02, 2024	BUY	$31.52 - $33.85 $103,669 - $111,332	3,289 Added 21.12%	18,864 $638,000
Q3 2023 Nov 08, 2023	SELL	$32.04 - $32.7 $214,668 - $219,090	-6,700 Reduced 30.08%	15,575 $501,000
Q2 2023 Aug 03, 2023	BUY	$30.87 - $32.28 $216,614 - $226,508	7,017 Added 45.99%	22,275 $719,000
Q1 2023 Jun 14, 2023	SELL	$30.12 - $30.88 $211,352 - $216,684	-7,017 Reduced 31.5%	15,258 $471,000
Q1 2023 May 10, 2023	BUY	$30.12 - $30.88 $211,352 - $216,684	7,017 Added 45.99%	22,275 $687,000
Q4 2022 Aug 30, 2023	SELL	$29.37 - $30.63 $206,089 - $214,930	-7,017 Reduced 31.5%	15,258 $460,000
Q4 2022 Feb 13, 2023	SELL	$29.37 - $30.63 $19,090 - $19,909	-650 Reduced 4.09%	15,258 $460,000
Q3 2022 Nov 14, 2022	BUY	$29.35 - $31.62 $466,899 - $503,010	15,908 New	15,908 $467,000

Others Institutions Holding DMAR

# of Institutions

Shares Held

2.7M

Call Options Held

Put Options Held

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About FIRST TR EX-TR VIII CBOE VEST

Ticker DMAR

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Atria Wealth Solutions, Inc. First Tr Ex Tr Viii Cboe Vest Transaction History