Atria Wealth Solutions, Inc. Purchases in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDM
First Trust Dow Jones Select M

ETFs
1.31K
+ 7.73%
$62.59 - $73.1 $81.9K - $95.7K
18.2K $1.24M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
3.02K
+ 13.94%
$47.07 - $48.75 $142K - $147K
24.7K $1.18M
IBHE
Ishares Ibonds 2025 Term High

ETFs
7.4K
+ 5.14%
$23.08 - $23.28 $171K - $172K
151K $3.51M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
4.05K
+ 25.49%
$43.6 - $47.2 $177K - $191K
19.9K $871K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.82K
+ 24.07%
$89.81 - $104.0 $253K - $293K
14.5K $1.31M
PR
Permian Resources Corporation

Energy
10.3K
New
$13.41 - $16.21 $139K - $168K
10.3K $148K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
11.8K
New
$12.16 - $13.26 $143K - $156K
11.8K $148K
MMM
3 M CO

Industrials
2.95K
+ 9.51%
$124.74 - $137.12 $368K - $405K
34K $4.38M
APLD
Applied Blockchain, Inc.

Financial Services
19.5K
New
$5.97 - $10.68 $116K - $208K
19.5K $146K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
173
+ 0.31%
$111.85 - $120.71 $19.4K - $20.9K
55.2K $6.36M
ABNB
Airbnb, Inc.

Consumer Cyclical
546
+ 3.59%
$125.36 - $147.37 $68.4K - $80.5K
15.8K $2.07M
MBLY
Mobileye Global Inc.
3.3K
+ 26.99%
$12.07 - $20.07 $39.8K - $66.2K
15.5K $308K
XLP
Consumer Staples Sector Spdr

ETFs
1.85K
+ 1.43%
N/A
132K $10M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.12K
+ 36.25%
$118.0 - $127.04 $132K - $142K
4.21K $511K
PK
Park Hotels & Resorts Inc.

Real Estate
10K
+ 58.82%
$13.68 - $15.82 $137K - $158K
27K $379K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
798
+ 31.82%
$159.11 - $178.39 $127K - $142K
3.31K $543K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
951
+ 37.15%
$87.56 - $119.8 $83.3K - $114K
3.51K $385K
UPS
United Parcel Service Inc

Industrials
4.3K
+ 10.81%
$122.65 - $138.35 $527K - $595K
44.1K $5.56M
NUSC
Nuveen Esg Small Cap ETF

ETFs
3.87K
+ 13.41%
$41.74 - $46.2 $161K - $179K
32.7K $1.37M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
15K
New
$6.75 - $10.44 $101K - $157K
15K $134K
RCAT
Red Cat Holdings, Inc.

Technology
10.4K
New
$2.69 - $14.09 $28.1K - $147K
10.4K $134K
AVLV
American Centy ETF Tr Avantis
1.88K
+ 32.82%
$65.51 - $71.22 $123K - $134K
7.6K $507K
HUMA
Humacyte, Inc.

Healthcare
25.8K
New
$3.46 - $5.81 $89.4K - $150K
25.8K $130K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
5.22K
+ 75.87%
$34.66 - $42.95 $181K - $224K
12.1K $427K
XLU
Utilities Sector Spdr

ETFs
13.5K
+ 7.71%
$74.89 - $82.93 $1.01M - $1.12M
189K $14.3M
FGRO
Fidelity Covington Tr

ETFs
5.74K
+ 4.06%
N/A
147K $3.3M
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
12.7K
New
$10.01 - $10.82 $127K - $137K
12.7K $127K
XDSQ
Innovator Etfs Tr Us Equity Ac
2.34K
+ 7.47%
$34.76 - $37.22 $81.2K - $86.9K
33.6K $1.22M
PBT
Permian Basin Royalty Trust

Energy
11.5K
New
$10.49 - $13.86 $120K - $159K
11.5K $127K
JBBB
Janus Detroit Str Tr Henderson

ETFs
2.43K
+ 7.53%
$48.59 - $49.45 $118K - $120K
34.7K $1.71M
MRSK
Toews Agility Shares Managed R

Technology
3.69K
+ 55.05%
$32.13 - $34.12 $119K - $126K
10.4K $343K
IDV
Ishares Tr

ETFs
8.66K
+ 22.02%
$27.03 - $29.92 $234K - $259K
48K $1.31M
MNST
Monster Beverage Corp

Consumer Defensive
2.32K
+ 22.86%
$49.24 - $56.38 $114K - $131K
12.5K $654K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
50.6K
+ 51.5%
$3.35 - $4.13 $170K - $209K
149K $528K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
667
+ 29.62%
$182.19 - $195.69 $122K - $131K
2.92K $537K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
3.21K
+ 50.86%
$35.31 - $38.83 $113K - $125K
9.52K $347K
SYK
Stryker Corp

Healthcare
389
+ 2.4%
$345.14 - $392.15 $134K - $153K
16.6K $5.98M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1K
+ 8.69%
$123.69 - $133.68 $124K - $134K
12.5K $1.56M
ILCV
Ishares Morningstar Value ETF

ETFs
1.63K
+ 15.63%
$80.23 - $85.43 $131K - $139K
12.1K $976K
EMLP
First Tr Exchange Traded Iv

ETFs
754
+ 1.69%
$33.69 - $38.24 $25.4K - $28.8K
45.3K $1.62M
HTGC
Hercules Capital, Inc.

Financial Services
270
+ 0.11%
$18.53 - $20.22 $5K - $5.46K
253K $5.09M
TDVG
T Rowe Price Exchange Traded F

Technology
3.25K
+ 32.72%
$39.51 - $41.92 $129K - $136K
13.2K $522K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.08K
+ 8.53%
$72.18 - $81.41 $78K - $87.9K
13.7K $1.04M
CTVA
Corteva, Inc.

Basic Materials
3.06K
+ 8.97%
$55.21 - $64.13 $169K - $196K
37.2K $2.12M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
9.96K
+ 87.59%
$12.61 - $15.33 $126K - $153K
21.3K $274K
ZS
Zscaler, Inc.

Technology
474
+ 19.03%
$166.99 - $211.99 $79.2K - $100K
2.97K $534K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
2.09K
+ 51.83%
$53.0 - $55.5 $111K - $116K
6.11K $324K
CLF
Cleveland Cliffs Inc.

Basic Materials
11.5K
New
$9.24 - $13.94 $106K - $160K
11.5K $107K
YY
Joyy Inc.

Communication Services
1K
+ 8.7%
$33.1 - $42.36 $33.1K - $42.4K
12.5K $523K
Activity Summary
Buys All Purchases 1036 New Holdings 206 Increased Positions 830 Sells All Sells 796 Reductions 796 Sold out 0 Options Calls 22 Puts 5
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