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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$900K Buy
3,862
+2,689
+229% +$627K 0.02% 679
2025
Q1
$265K Sell
1,173
-5,957
-84% -$1.35M ﹤0.01% 1539
2024
Q4
$1.39M Buy
7,130
+2,892
+68% +$565K 0.02% 789
2024
Q3
$868K Buy
4,238
+1,611
+61% +$330K 0.01% 957
2024
Q2
$447K Sell
2,627
-928
-26% -$158K ﹤0.01% 1284
2024
Q1
$653K Sell
3,555
-960
-21% -$176K 0.01% 1117
2023
Q4
$806K Buy
4,515
+3,013
+201% +$538K 0.01% 958
2023
Q3
$235K Buy
+1,502
New +$235K ﹤0.01% 1570
2023
Q1
Hold
0
1855
2022
Q4
Hold
0
1798