Atria Wealth Solutions, Inc. Innovator Etfs Tr U S Equity A Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$27.4 - $28.29 $163,413 - $168,721	5,964 Added 10.68%	61,813 $1.75 Million
Q4 2023 Feb 02, 2024	BUY	$23.8 - $26.63 $29,892 - $33,447	1,256 Added 2.3%	55,849 $1.49 Million
Q3 2023 Nov 08, 2023	SELL	$24.1 - $24.64 $32,510 - $33,239	-1,349 Reduced 2.41%	54,593 $1.34 Million
Q2 2023 Aug 03, 2023	SELL	$22.83 - $24.15 $110,360 - $116,741	-4,834 Reduced 7.95%	55,942 $1.35 Million
Q1 2023 Aug 22, 2023	BUY	$21.16 - $22.85 $133,731 - $144,412	6,320 Added 11.3%	62,262 $1.42 Million
Q1 2023 Jun 14, 2023	SELL	$21.16 - $22.85 $31,443 - $33,955	-1,486 Reduced 2.39%	60,776 $1.39 Million
Q1 2023 May 10, 2023	BUY	$21.16 - $22.85 $31,443 - $33,955	1,486 Added 2.45%	62,262 $1.42 Million
Q4 2022 Aug 30, 2023	BUY	$19.68 - $21.84 $95,133 - $105,574	4,834 Added 8.64%	60,776 $1.29 Million
Q4 2022 Feb 13, 2023	BUY	$19.68 - $21.84 $1.2 Million - $1.33 Million	60,776 New	60,776 $1.29 Million

Others Institutions Holding XTOC

# of Institutions

16

Shares Held

239K

Call Options Held

0

Put Options Held

0

Bullseye Investment Management, LLC

48.6K
Shares

$1.59 Million
2.44% of portfolio
Millington Financial Advisors, LLC Naperville, IL

37.2K
Shares

$1.21 Million
0.6% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

29.4K
Shares

$959,354
0.0% of portfolio
Sunbelt Securities, Inc. Houston, TX

28.4K
Shares

$926,498
0.08% of portfolio
Andina Capital Management, LLC Lehi, UT

26.3K
Shares

$859,349
0.58% of portfolio

About INNOVATOR ETFS TR U S EQUITY A

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