Atria Wealth Solutions, Inc. First Tr Ex Trd 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 Trd Viii Cboe Vest stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 15,190 shares of DJUN stock, worth $672,765. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,190

Previous 37,808 59.82%

Holding current value

$672,765

Previous $1.64 Million 61.06%

% of portfolio

0.01%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$41.51 - $44.56 $938,873 - $1.01 Million	-22,618 Reduced 59.82%	15,190 $637,000
Q4 2024 Jan 31, 2025	BUY	$42.26 - $43.93 $1,817 - $1,888	43 Added 0.11%	37,808 $1.64 Million
Q3 2024 Nov 08, 2024	BUY	$39.85 - $42.56 $195,025 - $208,288	4,894 Added 14.89%	37,765 $1.61 Million
Q2 2024 Jul 22, 2024	BUY	$39.25 - $40.94 $709,208 - $739,744	18,069 Added 122.07%	32,871 $1.34 Million
Q1 2024 May 13, 2024	SELL	$37.63 - $40.03 $134,075 - $142,626	-3,563 Reduced 19.4%	14,802 $592,000
Q3 2023 Nov 08, 2023	BUY	$35.28 - $36.67 $299,456 - $311,254	8,488 Added 85.94%	18,365 $648,000
Q2 2023 Aug 03, 2023	SELL	$34.03 - $36.05 $153,135 - $162,225	-4,500 Reduced 31.3%	9,877 $356,000
Q1 2023 Aug 22, 2023	BUY	$32.19 - $34.09 $144,855 - $153,405	4,500 Added 45.56%	14,377 $490,000
Q4 2022 Aug 30, 2023	BUY	$30.83 - $33.06 $138,735 - $148,770	4,500 Added 45.56%	14,377 $464,000
Q4 2022 Feb 13, 2023	SELL	$30.83 - $33.06 $10,944 - $11,736	-355 Reduced 2.41%	14,377 $464,000
Q3 2022 Feb 13, 2023	SELL	$30.96 - $33.26 $51,084 - $54,879	-1,650 Reduced 10.07%	14,732 $461,000
Q2 2022 Aug 15, 2022	BUY	$31.21 - $34.52 $511,282 - $565,506	16,382 New	16,382 $518,000

Others Institutions Holding DJUN

# of Institutions

106

Shares Held

3.21M

Call Options Held

Put Options Held

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About FIRST TR EX-TRD VIII CBOE VEST

Ticker DJUN
Sector Technology

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