Atria Wealth Solutions, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Aug 22, 2023	BUY	$24.75 - $25.12 $224,284 - $227,637	9,062 New	9,062 $226,000
Q1 2023 Jun 14, 2023	BUY	$24.75 - $25.12 $3,341 - $3,391	135 Added 1.49%	9,197 $229,000
Q1 2023 May 10, 2023	SELL	$24.75 - $25.12 $3,341 - $3,391	-135 Reduced 1.47%	9,062 $226,000
Q4 2022 Aug 30, 2023	BUY	$24.54 - $25.17 $225,694 - $231,488	9,197 New	9,197 $228,000
Q4 2022 Feb 13, 2023	SELL	$24.54 - $25.17 $3.34 Million - $3.43 Million	-136,095 Reduced 93.67%	9,197 $228,000

Q3 2022 Nov 14, 2022	BUY	$24.41 - $25.89 $3.22 Million - $3.42 Million	132,098 Added 1001.2%	145,292 $3.53 Million
Q2 2022 Aug 15, 2022	BUY	$24.21 - $26.56 $93,281 - $102,335	3,853 Added 41.25%	13,194 $324,000
Q1 2022 May 16, 2022	BUY	$25.7 - $26.48 $240,063 - $247,349	9,341 New	9,341 $247,000

Others Institutions Holding UAPR

# of Institutions

63

Shares Held

2.62M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

644K
Shares

$18.8 Million
0.35% of portfolio
Tradition Wealth Management, LLC

292K
Shares

$8.54 Million
0.86% of portfolio
Kfg Wealth Management, LLC Granger, IN

233K
Shares

$6.81 Million
2.95% of portfolio
Commonwealth Equity Services, LLC

211K
Shares

$6.17 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

130K
Shares

$3.79 Million
0.43% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAPR
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