Atria Wealth Solutions, Inc. Purchases in Q1 2025

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
476K
+ 648.02%
$28.92 - $29.24 $13.8M - $13.9M
549K $16.1M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
247K
+ 31.52%
$50.03 - $50.27 $12.4M - $12.4M
1.03M $51.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
109K
+ 127.7%
$97.25 - $104.79 $10.6M - $11.5M
195K $20.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
203K
+ 127.39%
$51.52 - $52.37 $10.4M - $10.6M
362K $19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
129K
+ 16.34%
$71.17 - $73.66 $9.16M - $9.48M
916K $67.3M
OEF
Ishares S&P 100 ETF

ETFs
38.4K
+ 179.01%
N/A
59.9K $15.9M
IVE
Ishares S&P 500 Value ETF

ETFs
51.2K
+ 26.23%
$185.78 - $198.58 $9.52M - $10.2M
247K $47M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
193K
+ 1506.54%
$49.6 - $50.28 $9.56M - $9.69M
205K $10.3M
IAUM
I Shares Gold Trust Micro

ETFs
306K
New
$26.29 - $31.17 $8.05M - $9.55M
306K $9.55M
USFR
Wisdomtree Floating Rate Treas

ETFs
188K
+ 97.97%
$50.29 - $50.5 $9.46M - $9.5M
380K $19.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
63.2K
+ 9.6%
$85.29 - $92.57 $5.39M - $5.85M
722K $65.7M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
158K
+ 43.15%
$50.87 - $51.09 $8.05M - $8.09M
525K $26.8M
IAU
Ishares Gold Trust

ETFs
68.5K
+ 17.36%
$49.74 - $58.96 $3.41M - $4.04M
463K $27.3M
CGDV
Capital Group Divid Value ETF

ETFs
203K
+ 23.74%
$34.95 - $37.36 $7.09M - $7.58M
1.06M $37.7M
GLD
Spdr Gold Trust

ETFs
1.65K
+ 1.12%
$243.19 - $288.14 $402K - $476K
149K $43.1M
JPIE
J P Morgan Exchange Traded Fd
133K
+ 79.16%
$45.46 - $46.18 $6.02M - $6.12M
300K $13.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
155K
+ 107.67%
$34.83 - $37.52 $5.4M - $5.82M
299K $10.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
113K
+ 39.98%
$50.48 - $51.04 $5.68M - $5.74M
394K $20M
JEPI
J P Morgan Exchange Traded Fd

ETFs
99.6K
+ 7.9%
$56.17 - $59.71 $5.6M - $5.95M
1.36M $77.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
97.2K
+ 23.03%
$50.39 - $50.66 $4.9M - $4.93M
519K $26.3M
XLF
Financial Sector Spdr

ETFs
85.4K
+ 17.47%
$47.32 - $52.19 $4.04M - $4.46M
574K $28.6M
FDL
First Tr Morningstar Dividend

ETFs
98.7K
+ 101.31%
$39.69 - $43.83 $3.92M - $4.33M
196K $8.52M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
128K
+ 26.7%
$51.45 - $58.51 $6.59M - $7.5M
608K $31.5M
IWX
Ishares Tr Russell 200 Value E

ETFs
52.5K
New
$78.54 - $84.86 $4.13M - $4.46M
52.5K $4.32M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
53.5K
+ 17.91%
$58.01 - $64.46 $3.1M - $3.45M
352K $21.9M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
51.1K
+ 1618.42%
$79.96 - $87.71 $4.09M - $4.49M
54.3K $4.46M
KR
Kroger CO

Consumer Defensive
56.6K
+ 303.01%
$58.36 - $67.72 $3.31M - $3.84M
75.3K $5.1M
CGCP
Capital Group Core Plus Income

ETFs
144K
+ 68.02%
$21.94 - $22.64 $3.16M - $3.26M
356K $7.99M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
153K
+ 123.97%
$19.43 - $19.62 $2.97M - $2.99M
276K $5.4M
SGOL
Abrdn Gold ETF Trust

ETFs
65.2K
+ 31.33%
$25.14 - $29.82 $1.64M - $1.95M
273K $8.16M
IEMG
Ishares Inc

ETFs
54.4K
+ 15.99%
N/A
394K $21.2M
PAYX
Paychex Inc

Industrials
17.5K
+ 112.53%
$136.06 - $154.52 $2.38M - $2.7M
33K $5.09M
IQLT
Ishares Msci Intl Quality Fact

ETFs
54.3K
+ 18.46%
$36.91 - $41.03 $2M - $2.23M
348K $13.8M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
45.2K
+ 13.37%
$48.43 - $49.9 $2.19M - $2.25M
383K $19.1M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
101K
+ 367.14%
$26.64 - $27.14 $2.7M - $2.75M
129K $3.45M
BOND
Pimco Active Bond Exchange Tra

ETFs
27.7K
+ 94.3%
$89.27 - $92.9 $2.47M - $2.57M
57K $5.27M
SLV
I Shares Silver Trust

ETFs
42.9K
+ 15.96%
$26.93 - $31.32 $1.15M - $1.34M
311K $9.65M
CGGR
Capital Group Growth ETF Shs C

ETFs
129K
+ 20.23%
$33.98 - $39.84 $4.38M - $5.13M
765K $26.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5.4K
+ 14.89%
$80.53 - $147.57 $435K - $797K
41.7K $5.51M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
153K
+ 145.53%
$15.0 - $15.91 $2.29M - $2.43M
258K $4.01M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.9K
+ 1.55%
$34.58 - $45.97 $100K - $133K
190K $8.74M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
85.3K
+ 42.79%
$32.49 - $37.99 $2.77M - $3.24M
285K $9.53M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
27.3K
+ 39.69%
$91.76 - $103.26 $2.51M - $2.82M
96.1K $8.89M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
44.1K
+ 138.41%
$50.24 - $50.57 $2.22M - $2.23M
76K $3.84M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
36.4K
New
$46.15 - $63.53 $1.68M - $2.31M
36.4K $2.24M
HDV
Ishares Core High Dividend ETF

ETFs
12.3K
+ 15.63%
$110.86 - $121.12 $1.36M - $1.49M
90.8K $11M
UBER
Uber Technologies, Inc

Technology
2.9K
+ 1.85%
$63.17 - $81.49 $183K - $236K
160K $11.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
41.5K
+ 12.29%
$44.41 - $45.98 $1.84M - $1.91M
379K $17.3M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
24.8K
+ 31.33%
$161.27 - $192.3 $4M - $4.77M
104K $16.8M
Activity Summary
Buys All Purchases 789 New Holdings 156 Increased Positions 633 Sells All Sells 971 Reductions 971 Sold out 0 Options Calls 4 Puts 5
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