Atria Investments LLC Sells in Q3 2024

Atria Investments LLC

  • $7.56 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.17M
- 60.14%
$20.69 - $21.17 $24.1M - $24.7M
773K $16.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-323K
- 60.63%
$75.32 - $84.37 $24.3M - $27.3M
210K $17.6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-249K
- 57.27%
$87.56 - $95.49 $21.8M - $23.8M
186K $17.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-393K
- 74.61%
$51.02 - $52.74 $20.1M - $20.7M
134K $7.05M
VGSH
Vanguard

ETFs
-342K
- 92.57%
$57.74 - $59.13 $19.8M - $20.2M
27.5K $1.62M
MUB
Ishares National Muni Bond ETF

ETFs
-181K
- 64.07%
$106.13 - $108.7 $19.2M - $19.7M
102K $11M
MSFT
Microsoft Corp

Technology
-7.75K
- 1.74%
$395.15 - $467.56 $3.06M - $3.62M
438K $189M
VBR
Vanguard Small Cap Value ETF

ETFs
-66.1K
- 37.28%
$179.99 - $201.6 $11.9M - $13.3M
111K $22.3M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-126K
- 39.97%
$82.38 - $93.84 $10.4M - $11.8M
189K $17.5M
GOOG
Alphabet Inc.

Communication Services
-23K
- 8.12%
$149.54 - $192.66 $3.44M - $4.43M
260K $43.5M
HEFA
Ishares Currency Hedged Msci E

ETFs
-189K
- 79.61%
$32.34 - $35.85 $6.12M - $6.79M
48.5K $1.72M
NVDA
Nvidia Corp

Technology
-37.5K
- 3.76%
$98.91 - $134.91 $3.71M - $5.05M
958K $116M
IEMG
Ishares Inc

ETFs
-116K
- 13.68%
$53.64 - $53.64 $6.2M - $6.2M
729K $39.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-77.6K
- 50.9%
$76.94 - $79.54 $5.97M - $6.17M
74.9K $5.95M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-65.3K
- 28.23%
$85.84 - $85.84 $5.6M - $5.6M
166K $14.2M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
-278K
- 90.43%
$19.52 - $21.75 $5.43M - $6.05M
29.5K $640K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-38.2K
- 40.75%
$162.83 - $179.16 $6.21M - $6.84M
55.5K $9.94M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-135K
- 42.64%
$42.22 - $48.62 $5.71M - $6.58M
182K $8.46M
CRM
Salesforce, Inc.

Technology
-25.1K
- 24.15%
$238.42 - $276.53 $5.99M - $6.95M
79K $21.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-105K
- 30.45%
$49.93 - $51.15 $5.24M - $5.37M
240K $12.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-60.8K
- 64.36%
$81.31 - $83.29 $4.94M - $5.06M
33.7K $2.8M
NVO
Novo Nordisk A S

Healthcare
-3.46K
- 1.83%
$119.07 - $145.42 $411K - $502K
185K $22M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-251K
- 79.51%
$19.2 - $19.82 $4.82M - $4.98M
64.8K $1.28M
IWD
Ishares Russell 1000 Val ETF

ETFs
-26K
- 76.57%
$173.36 - $189.8 $4.51M - $4.94M
7.96K $1.51M
CVX
Chevron Corp

Energy
-13.9K
- 6.05%
$137.88 - $161.97 $1.91M - $2.24M
215K $31.7M
MRK
Merck & Co., Inc.

Healthcare
-9.52K
- 3.55%
$111.15 - $128.97 $1.06M - $1.23M
258K $29.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-86K
- 47.44%
$42.54 - $47.97 $3.66M - $4.13M
95.3K $4.53M
VUG
Vanguard Growth ETF

ETFs
-14.7K
- 7.5%
$341.08 - $391.94 $5.02M - $5.77M
182K $69.7M
SPYG
Spdr Portfolio

ETFs
-49.5K
- 28.62%
$73.38 - $84.1 $3.63M - $4.16M
123K $10.2M
SCHW
Schwab Charles Corp

Financial Services
-29K
- 15.55%
$61.74 - $76.08 $1.79M - $2.21M
158K $10.2M
MCHP
Microchip Technology Inc

Technology
-28K
- 27.66%
$72.0 - $95.98 $2.02M - $2.69M
73.3K $5.89M
IVW
Ishares S&P 500 Growth ETF

ETFs
-52.5K
- 9.82%
$84.77 - $97.13 $4.45M - $5.1M
482K $46.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
-30.7K
- 78.35%
$105.92 - $110.83 $3.25M - $3.41M
8.49K $938K
ASML
Asml Holding Nv

Technology
-503
- 3.55%
$749.82 - $1098.95 $377K - $553K
13.7K $11.4M
IYW
Ishares Dj Us Tech ETF

ETFs
-20.4K
- 14.67%
$133.16 - $158.73 $2.72M - $3.24M
119K $18M
IVV
Ishares Core S&P 500 ETF

ETFs
-19.9K
- 6.75%
$520.18 - $576.82 $10.3M - $11.5M
275K $158M
ADSK
Autodesk, Inc.

Technology
-10.8K
- 22.31%
$245.83 - $245.83 $2.66M - $2.66M
37.7K $9.27M
BA
Boeing CO

Industrials
-4.22K
- 6.05%
$152.04 - $190.6 $642K - $805K
65.6K $9.97M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-77.5K
- 49.43%
$39.15 - $46.02 $3.03M - $3.56M
79.3K $3.62M
SRLN
Ssga Active Trust

ETFs
-63.3K
- 36.51%
$40.93 - $41.85 $2.59M - $2.65M
110K $4.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-72.1K
- 65.63%
$36.02 - $41.68 $2.6M - $3.01M
37.8K $1.56M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-26.6K
- 9.29%
$91.42 - $91.82 $2.44M - $2.45M
260K $23.9M
SNPS
Synopsys Inc

Technology
-2.41K
- 17.97%
$463.97 - $621.3 $1.12M - $1.5M
11K $5.58M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-11.8K
- 54.6%
$178.94 - $207.0 $2.12M - $2.45M
9.83K $1.97M
DFAI
Dimensional ETF Tr

ETFs
-76.4K
- 91.86%
$28.69 - $32.06 $2.19M - $2.45M
6.77K $215K
DLB
Dolby Laboratories, Inc.

Industrials
-27.3K
- 85.53%
$66.75 - $81.27 $1.82M - $2.22M
4.62K $353K
IWM
Ishares Russell 2000 ETF

ETFs
-12.2K
- 39.69%
$200.87 - $224.6 $2.45M - $2.73M
18.5K $4.09M
VC
Visteon Corp

Consumer Cyclical
-19.3K
- 90.14%
$88.69 - $115.54 $1.72M - $2.23M
2.12K $201K
MCK
Mckesson Corp

Healthcare
-1.23K
- 7.73%
$479.06 - $630.38 $587K - $772K
14.6K $7.22M
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
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email