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

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

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 25,808 shares of YMAR stock, worth $601,326. This represents 0.01% of its overall portfolio holdings.

Number of Shares

25,808

Previous 25,342 1.84%

Holding current value

$601,326

Previous $614,000 4.23%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$22.79 - $24.1 $10,620 - $11,230	466 Added 1.84%	25,808 $588,000
Q3 2024 Nov 08, 2024	BUY	$22.76 - $24.37 $14,953 - $16,011	657 Added 2.66%	25,342 $614,000
Q2 2024 Jul 22, 2024	BUY	$22.53 - $23.58 $136,193 - $142,541	6,045 Added 32.43%	24,685 $572,000
Q1 2024 May 13, 2024	BUY	$21.43 - $23.25 $18,322 - $19,878	855 Added 4.81%	18,640 $431,000
Q4 2023 Feb 02, 2024	BUY	$19.65 - $22.1 $11,318 - $12,729	576 Added 3.35%	17,785 $393,000
Q3 2023 Nov 08, 2023	BUY	$20.23 - $21.68 $45,456 - $48,714	2,247 Added 15.02%	17,209 $349,000
Q2 2023 Aug 03, 2023	BUY	$20.51 - $21.41 $306,870 - $320,336	14,962 New	14,962 $317,000
Q1 2023 Aug 22, 2023	SELL	$19.07 - $20.69 $28,700 - $31,138	-1,505 Reduced 10.06%	13,457 $278,000
Q1 2023 May 10, 2023	BUY	$19.07 - $20.69 $256,624 - $278,425	13,457 New	13,457 $278,000

Others Institutions Holding YMAR

# of Institutions

Shares Held

2.9M

Call Options Held

Put Options Held

View Full List

About FIRST TR EX-TR VIII CBOE VEST

Ticker YMAR

More about YMAR

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.

Account

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