Atria Investments LLC Purchases in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
17.2K
+ 15.95%
$189.5 - $206.17 $3.26M - $3.54M
125K $23.9M
IWV
Ishares Russell 3000 ETF

ETFs
7.76K
New
$323.08 - $349.08 $2.51M - $2.71M
7.76K $2.59M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
67.2K
+ 314.2%
$37.86 - $39.07 $2.54M - $2.62M
88.6K $3.36M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
44.2K
New
$47.66 - $57.86 $2.11M - $2.56M
44.2K $2.51M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4.37K
+ 264.09%
$563.99 - $620.12 $2.46M - $2.71M
6.02K $3.43M
BAC
Bank Of America Corp

Financial Services
11.7K
+ 2.56%
$39.22 - $47.77 $457K - $557K
467K $20.5M
C
Citigroup Inc

Financial Services
8.86K
+ 3.85%
$61.31 - $72.5 $543K - $642K
239K $16.8M
ICSH
Blackrock Ultra Short Term Bon

ETFs
47.9K
+ 27.39%
$50.35 - $50.69 $2.41M - $2.43M
223K $11.2M
HGER
Harbor ETF Tr All Weather Infl
104K
New
$21.78 - $23.27 $2.26M - $2.41M
104K $2.3M
BX
Blackstone Inc.

Financial Services
3.82K
+ 4.75%
$148.45 - $199.05 $566K - $760K
84.1K $14.5M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
87.2K
+ 79.87%
$25.0 - $25.11 $2.18M - $2.19M
196K $4.92M
GLD
Spdr Gold Trust

ETFs
9.2K
+ 11.4%
$236.59 - $257.5 $2.18M - $2.37M
89.9K $21.8M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
91.7K
+ 75.95%
$23.88 - $24.32 $2.19M - $2.23M
212K $5.09M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
88.7K
+ 86.17%
$24.82 - $25.48 $2.2M - $2.26M
192K $4.77M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
93K
New
$22.72 - $23.0 $2.11M - $2.14M
93K $2.12M
VGT
Vanguard Information Technolog

ETFs
2.61K
+ 18.61%
$571.78 - $647.97 $1.49M - $1.69M
16.6K $10.3M
GM
General Motors CO

Consumer Cyclical
4.81K
+ 2.18%
$44.82 - $60.2 $216K - $290K
225K $12M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
95.1K
New
$22.1 - $22.59 $2.1M - $2.15M
95.1K $2.11M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
90.2K
+ 903.18%
$23.25 - $23.37 $2.1M - $2.11M
100K $2.34M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
114K
+ 642.1%
$22.02 - $46.16 $2.5M - $5.25M
131K $2.9M
IEF
Ishares Barclays

ETFs
26.2K
+ 34.96%
$92.08 - $98.18 $2.41M - $2.57M
101K $9.35M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
16.4K
+ 107.58%
$87.56 - $119.8 $1.43M - $1.96M
31.6K $3.47M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
45.4K
New
$42.95 - $45.72 $1.95M - $2.08M
45.4K $1.96M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
89.6K
+ 581.15%
$21.81 - $22.48 $1.95M - $2.01M
105K $2.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
46.2K
+ 34.56%
$57.29 - $63.1 $2.65M - $2.91M
180K $10.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
21.4K
+ 524.76%
$87.25 - $95.52 $1.86M - $2.04M
25.4K $2.25M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
52.6K
+ 23.51%
$42.79 - $44.9 $2.25M - $2.36M
276K $11.9M
APP
App Lovin Corp

Technology
3.11K
+ 70.65%
$130.67 - $401.5 $406K - $1.25M
7.51K $2.43M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
27.5K
New
$63.01 - $68.55 $1.73M - $1.89M
27.5K $1.74M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
22.6K
+ 27.44%
$69.3 - $74.3 $1.57M - $1.68M
105K $7.5M
RLY
Ssga Active ETF Tr

ETFs
63.6K
New
$26.85 - $29.18 $1.71M - $1.86M
63.6K $1.72M
BA
Boeing CO

Industrials
312
+ 0.48%
$138.14 - $180.72 $43.1K - $56.4K
65.9K $11.7M
COF
Capital One Financial Corp

Financial Services
2.41K
+ 5.88%
$145.19 - $192.01 $350K - $463K
43.5K $7.75M
AXP
American Express CO

Financial Services
1.06K
+ 2.17%
$267.35 - $305.57 $284K - $325K
50.1K $14.9M
LPLA
Lpl Financial Holdings Inc.

Financial Services
336
+ 2.17%
$229.85 - $335.91 $77.2K - $113K
15.8K $5.16M
BMO
Bank Of Montreal

Financial Services
15.9K
New
$89.75 - $103.39 $1.43M - $1.65M
15.9K $1.55M
KKR
Kkr & Co. Inc.

Financial Services
5.12K
+ 11.3%
$129.87 - $162.87 $665K - $835K
50.5K $7.46M
CIEN
Ciena Corp

Technology
9.27K
+ 28.73%
$61.45 - $91.14 $570K - $845K
41.6K $3.52M
AMP
Ameriprise Financial Inc

Financial Services
1.08K
+ 7.29%
$473.15 - $574.01 $513K - $622K
16K $8.5M
CSGP
Costar Group, Inc.

Real Estate
22.6K
+ 72.87%
$69.7 - $81.97 $1.57M - $1.85M
53.6K $3.83M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.59K
+ 185.07%
$311.11 - $335.64 $1.43M - $1.54M
7.07K $2.28M
CLOI
Vaneck ETF Tr

ETFs
27.7K
+ 645.61%
$52.7 - $53.15 $1.46M - $1.47M
32K $1.69M
QTEC
First Trust Nasdaq 100 Technol

ETFs
7.6K
+ 45.27%
$185.87 - $204.12 $1.41M - $1.55M
24.4K $4.59M
ACWI
Ishares Msci Acwi ETF

ETFs
12.5K
+ 28.57%
$117.05 - $123.03 $1.46M - $1.53M
56.1K $6.6M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
31.9K
+ 41.94%
$47.77 - $51.75 $1.52M - $1.65M
108K $5.22M
ETR
Entergy Corp

Utilities
50K
+ 111.71%
$73.19 - $156.4 $3.66M - $7.83M
94.8K $7.19M
WDAY
Workday, Inc.

Technology
2.58K
+ 5.82%
$233.85 - $279.91 $603K - $722K
46.9K $12.1M
LPX
Louisiana Pacific Corp

Industrials
12.3K
+ 352.99%
$98.02 - $120.27 $1.21M - $1.48M
15.8K $1.63M
SAP
Sap Se

Technology
2.86K
+ 9.12%
$218.13 - $255.54 $625K - $732K
34.3K $8.44M
Activity Summary
Buys All Purchases 944 New Holdings 138 Increased Positions 806 Sells All Sells 893 Reductions 893 Sold out 0 Options Calls 0 Puts 0
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