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Atria Investments’s Cboe Global Markets CBOE Stock Holding History

Atria Investments’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Sell
3,804
-151
-4% -$42K 0.01% 1019
2025
Q4 		$993K Buy
3,955
+227
+6% +$56.5K 0.01% 1066
2025
Q3 		$914K Buy
3,728
+384
+11% +$92.3K 0.01% 1094
2025
Q2 		$780K Buy
3,344
+162
+5% +$36.1K 0.01% 1175
2025
Q1 		$720K Sell
3,182
-4
-0.1% -$830 0.01% 1157
2024
Q4 		$623K Sell
3,186
-307
-9% -$63.2K 0.01% 1220
2024
Q3 		$716K Sell
3,493
-130
-4% -$25.5K 0.01% 1146
2024
Q2 		$616K Buy
+3,623
New +$643K 0.01% 1201
2020
Q2 		– Sell
-5,927
Closed -$529K – 566
2020
Q1 		$529K Buy
+5,927
New +$663K 0.04% 340

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return