Atria Investments LLC Incresed Positions in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
BX
Blackstone Inc.

Financial Services
3.82K
+ 4.75%
$148.45 - $199.05 $566K - $760K
84.1K $14.5M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
92.1K
+ 70.97%
N/A
222K $5.27M
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
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
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
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
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
22.6K
+ 27.44%
$69.3 - $74.3 $1.57M - $1.68M
105K $7.5M
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
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
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.59K
+ 185.07%
$311.11 - $335.64 $1.43M - $1.54M
7.07K $2.28M
CSGP
Costar Group, Inc.

Real Estate
22.6K
+ 72.87%
$69.7 - $81.97 $1.57M - $1.85M
53.6K $3.83M
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
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
26.8K
+ 81.26%
$52.1 - $57.26 $1.4M - $1.54M
59.8K $3.12M
ABNB
Airbnb, Inc.

Consumer Cyclical
7.89K
+ 19.92%
$125.36 - $147.37 $990K - $1.16M
47.5K $6.25M
SPOT
Spotify Technology S.A.

Communication Services
1.24K
+ 14.85%
$362.95 - $502.38 $448K - $620K
9.55K $4.27M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.8K
+ 4.45%
$77.25 - $91.3 $371K - $438K
113K $9.62M
TFLO
Ishares Treasury Floating Rate

ETFs
24K
+ 12.11%
$50.37 - $50.63 $1.21M - $1.22M
223K $11.2M
IGV
Ishares Expanded Tech Software

ETFs
9.56K
+ 47.06%
$87.5 - $110.17 $836K - $1.05M
29.9K $2.99M
SONY
Sony Group Corp

Technology
301K
+ 435.19%
$17.53 - $96.8 $5.28M - $29.1M
370K $7.83M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
32.9K
+ 18.89%
$44.87 - $46.86 $1.48M - $1.54M
207K $9.3M
IWN
Ishares Russell2000 Val ETF

ETFs
7.05K
+ 160.1%
$162.69 - $181.35 $1.15M - $1.28M
11.5K $1.88M
PNFP
Pinnacle Financial Partners Inc

Financial Services
3.42K
+ 7.46%
$92.95 - $129.87 $318K - $444K
49.3K $5.64M
SPSB
Spdr Portfolio Short Term Corp

ETFs
42.5K
+ 12.87%
$29.77 - $30.19 $1.27M - $1.28M
373K $11.1M
EEM
Ishares Msci Emerging Markets

ETFs
29.6K
+ 105.58%
$41.82 - $47.36 $1.24M - $1.4M
57.7K $2.41M
BKR
Baker Hughes CO

Energy
25.6K
+ 172.62%
$35.98 - $44.88 $921K - $1.15M
40.4K $1.66M
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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