Atria Investments, Inc
Position in PHDG — Invesco S&P 500 Downside Hedged ETF
CIK 1535865
Charlotte, NC
All Filings in PHDG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 PHDG | $598,036 | 15,986 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 PHDG | $1,165,594 | 31,691 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 PHDG | $1,067,633 | 31,190 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 PHDG | $1,091,939 | 35,043 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 PHDG | $1,431,930 | 42,988 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 PHDG | $2,024,496 | 61,591 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 PHDG | $2,032,897 | 62,977 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 PHDG | $1,814,386 | 53,380 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 PHDG | $1,838,276 | 56,337 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 PHDG | $2,038,548 | 56,407 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 PHDG | $1,858,615 | 48,821 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 PHDG | $1,736,799 | 48,609 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 PHDG | $1,860,509 | 52,335 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 PHDG | $1,441,552 | 42,738 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 PHDG | $1,240,025 | 37,497 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 PHDG | $1,008,141 | 30,559 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||