Atria Wealth Solutions’s Cboe Global Markets CBOE Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$900K	Buy	3,862 +2,689	+229%	+$599K	0.02%	680
2025 Q1	$265K	Sell	1,173 -5,957	-84%	-$1.24M	﹤0.01%	1548
2024 Q4	$1.39M	Buy	7,130 +2,892	+68%	+$596K	0.02%	792
2024 Q3	$868K	Buy	4,238 +1,611	+61%	+$316K	0.01%	964
2024 Q2	$447K	Sell	2,627 -928	-26%	-$165K	0.01%	1296
2024 Q1	$653K	Sell	3,555 -960	-21%	-$177K	0.01%	1122
2023 Q4	$806K	Buy	4,515 +3,013	+201%	+$516K	0.01%	965
2023 Q3	$235K	Buy	+1,502	New	+$221K	﹤0.01%	1580
2023 Q1	–	Hold	0	–	–	–	1866
2022 Q4	–	Hold	0	–	–	–	1807

Other funds holding CBOE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return