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

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	SELL	$31.87 - $34.21 $78,081 - $83,814	-2,450 Reduced 28.13%	6,261 $214,000
Q1 2023 Aug 22, 2023	BUY	$30.41 - $32.21 $234,856 - $248,757	7,723 Added 123.35%	13,984 $447,000
Q1 2023 Jun 14, 2023	SELL	$30.41 - $32.21 $160,351 - $169,843	-5,273 Reduced 37.71%	8,711 $278,000
Q1 2023 May 10, 2023	BUY	$30.41 - $32.21 $160,351 - $169,843	5,273 Added 60.53%	13,984 $447,000
Q4 2022 Aug 30, 2023	BUY	$29.26 - $31.38 $71,687 - $76,881	2,450 Added 39.13%	8,711 $266,000
Q4 2022 Feb 13, 2023	BUY	$29.26 - $31.38 $254,883 - $273,351	8,711 New	8,711 $266,000
Q2 2022 Aug 15, 2022	SELL	$30.13 - $32.87 $185,299 - $202,150	-6,150 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$31.54 - $33.17 $193,971 - $203,995	6,150 New	6,150 $201,000

Others Institutions Holding DSEP

# of Institutions

104

Shares Held

3.41M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF VIII CBOE VEST US

Ticker DSEP
Sector ETFs
Industry ETFs

More about DSEP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.