Atria Investments LLC Incresed Positions in Q3 2024

Atria Investments LLC

  • $7.56 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
6.23K
+ 10.71%
$214.77 - $237.72 $1.34M - $1.48M
64.4K $15.3M
WDAY
Workday, Inc.

Technology
7.18K
+ 19.31%
$207.75 - $264.68 $1.49M - $1.9M
44.3K $10.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
14.4K
+ 10.53%
$116.79 - $133.54 $1.68M - $1.92M
151K $19.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
35.8K
+ 7.71%
$33.74 - $37.96 $1.21M - $1.36M
500K $18.8M
DEO
Diageo PLC

Consumer Defensive
13.1K
+ 28.3%
$120.02 - $140.77 $1.57M - $1.84M
59.2K $8.31M
AMT
American Tower Corp

Real Estate
3.93K
+ 9.64%
$192.27 - $242.73 $756K - $955K
44.7K $10.4M
CWB
Spdr Bloomberg Convertible Sec

ETFs
29.8K
+ 78.82%
$71.19 - $76.59 $2.12M - $2.28M
67.6K $5.18M
OLED
Universal Display Corp Pa

Technology
11.4K
+ 766.2%
$157.72 - $236.42 $1.79M - $2.69M
12.9K $2.7M
GS
Goldman Sachs Group Inc

Financial Services
3.06K
+ 16.62%
$459.02 - $510.25 $1.4M - $1.56M
21.5K $10.6M
ZTS
Zoetis Inc.

Healthcare
1.5K
+ 1.65%
$172.58 - $196.48 $258K - $294K
91.9K $17.9M
NEE
Nextera Energy Inc

Utilities
1.3K
+ 0.84%
$69.9 - $84.97 $90.5K - $110K
156K $13.2M
CB
Chubb LTD

Financial Services
2.46K
+ 5.43%
$252.51 - $292.2 $620K - $718K
47.7K $13.8M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
57.9K
+ 107.78%
$32.7 - $36.14 $1.89M - $2.09M
112K $4.01M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
41K
+ 22.41%
$42.76 - $45.16 $1.75M - $1.85M
224K $10M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.88K
+ 6.31%
$240.48 - $267.94 $933K - $1.04M
65.4K $17.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
34.2K
+ 45.47%
$46.9 - $51.96 $1.6M - $1.77M
109K $5.63M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
20.3K
+ 11.36%
$100.3 - $100.74 $2.03M - $2.04M
199K $20M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
18.1K
+ 4.2%
$32.65 - $36.69 $589K - $662K
448K $16.3M
SPSB
Spdr Portfolio Short Term Corp

ETFs
58.9K
+ 21.68%
$29.58 - $30.31 $1.74M - $1.78M
330K $10M
HYLB
Xtrackers Usd High Yield Corp

ETFs
50.6K
+ 103.01%
$35.26 - $36.92 $1.78M - $1.87M
99.6K $3.68M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
46.5K
+ 106.52%
$35.73 - $39.48 $1.66M - $1.84M
90.2K $3.53M
VV
Vanguard Large Cap ETF

ETFs
5.27K
+ 13.76%
$236.92 - $263.4 $1.25M - $1.39M
43.6K $11.5M
EQIX
Equinix Inc

Real Estate
1.04K
+ 13.98%
$749.0 - $890.01 $780K - $927K
8.5K $7.54M
ETR
Entergy Corp

Utilities
6.93K
+ 18.3%
$104.75 - $131.61 $726K - $912K
44.8K $5.9M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
43.6K
+ 127.21%
$35.7 - $41.13 $1.55M - $1.79M
77.8K $3.14M
T
At&T Inc.

Communication Services
1.2K
+ 0.2%
$18.21 - $22.28 $21.8K - $26.6K
614K $13.5M
MAS
Masco Corp

Industrials
6.48K
+ 9.09%
$64.7 - $83.94 $419K - $544K
77.8K $6.53M
BMY
Bristol Myers Squibb CO

Healthcare
10.9K
+ 9.33%
$39.66 - $51.75 $433K - $565K
128K $6.62M
SECT
Sector 10, Inc.

ETFs
21.4K
+ 9.91%
$48.64 - $53.77 $1.04M - $1.15M
238K $12.8M
WEC
Wec Energy Group, Inc.

Utilities
7.65K
+ 13.84%
$77.68 - $96.19 $594K - $735K
62.9K $6.05M
MS
Morgan Stanley

Financial Services
9.92K
+ 10.34%
$92.07 - $106.96 $913K - $1.06M
106K $11M
XLU
Utilities Sector Spdr

ETFs
1.21K
+ 0.96%
$67.67 - $80.78 $81.7K - $97.6K
127K $10.3M
IJK
Ishares S&P Midcap 400 Growth

ETFs
17.4K
+ 85.9%
$84.81 - $93.54 $1.48M - $1.63M
37.7K $3.47M
IXUS
Ishares Tr

ETFs
13.5K
+ 10.06%
$64.9 - $73.35 $878K - $992K
148K $10.7M
FVD
First Tr Value Line Divid Inde

ETFs
22.7K
+ 17.94%
$40.45 - $45.49 $917K - $1.03M
149K $6.78M
KKR
Kkr & Co. Inc.

Financial Services
4.24K
+ 10.31%
$104.51 - $133.23 $443K - $564K
45.3K $5.92M
ROL
Rollins Inc

Consumer Cyclical
26.4K
+ 18.83%
$45.93 - $51.4 $1.21M - $1.36M
167K $8.42M
THO
Thor Industries Inc

Consumer Cyclical
1.63K
+ 1.9%
$91.4 - $109.97 $149K - $179K
87.1K $9.57M
TJX
Tjx Companies Inc

Consumer Cyclical
3.81K
+ 2.51%
$107.93 - $120.23 $411K - $458K
155K $18.3M
MELI
Mercadolibre Inc

Consumer Cyclical
157
+ 5.33%
$1591.44 - $2140.1 $250K - $336K
3.11K $6.37M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.6K
+ 5.87%
$77.02 - $85.06 $585K - $646K
137K $11.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11K
+ 9.78%
$92.63 - $105.69 $1.01M - $1.16M
123K $12.8M
XLF
Financial Sector Spdr

ETFs
15.2K
+ 7.92%
$40.84 - $45.74 $622K - $697K
208K $9.41M
UNP
Union Pacific Corp

Industrials
917
+ 1.44%
$221.78 - $256.09 $203K - $235K
64.5K $15.9M
WELL
Welltower Inc.

Real Estate
5.93K
+ 20.34%
$104.0 - $129.74 $616K - $769K
35.1K $4.49M
MO
Altria Group, Inc.

Consumer Defensive
17.9K
+ 19.15%
$45.95 - $54.71 $822K - $979K
111K $5.68M
NGG
National Grid PLC

Utilities
10.3K
+ 18.94%
$57.14 - $70.48 $589K - $727K
64.7K $4.51M
ISCG
Ishares Morningstar Small Cap

ETFs
6.84K
+ 2.2%
$44.24 - $49.07 $303K - $336K
318K $15.6M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
28.3K
+ 41.03%
$42.89 - $45.8 $1.21M - $1.3M
97.3K $4.39M
Activity Summary
Buys All Purchases 1021 New Holdings 170 Increased Positions 851 Sells All Sells 872 Reductions 872 Sold out 0 Options Calls 0 Puts 0
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