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 |
|