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
BSTZ
Black Rock Science & Technology Trust Ii

N/A
2.93K
+ 18.92%
$17.74 - $22.07 $52K - $64.7K
18.4K $327K
HTAB
Hartford Fds Exchange Traded

ETFs
594
+ 2.03%
$18.95 - $19.6 $11.3K - $11.6K
29.8K $572K
PHK
Pimco High Income Fund

Financial Services
444
+ 0.55%
$4.85 - $4.98 $2.15K - $2.21K
81.5K $398K
PCQ
Pimco California Municipal Income Fund

Financial Services
760
+ 5.69%
$8.76 - $9.34 $6.66K - $7.1K
14.1K $124K
VSMV
Victoryshares Us Multifactor M

ETFs
18
+ 0.21%
$46.86 - $49.75 $843 - $896
8.6K $416K
HISF
First Tr Exc Traded Fd Iv High

ETFs
21
+ 0.35%
$43.37 - $44.57 $911 - $936
6.07K $268K
IYG
Ishares Tr

ETFs
1
+ 0.03%
$74.6 - $84.81 $74.6 - $84.8
3.18K $250K
MTD
Mettler Toledo International Inc

Healthcare
23
+ 4.0%
$1177.09 - $1390.0 $27.1K - $32K
598 $706K
JBL
Jabil Inc

Technology
468
+ 6.07%
$130.51 - $173.33 $61.1K - $81.1K
8.17K $1.11M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
300
+ 2.85%
$51.3 - $56.76 $15.4K - $17K
10.8K $574K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
162
+ 3.02%
$46.71 - $52.3 $7.57K - $8.47K
5.53K $265K
Celestica Inc
1.75K
+ 75.12%
N/A
4.08K $0
Trust For Professional Manag
19.2K
+ 1.97%
N/A
995K $0
Blackrock ETF Trust
44.8K
New
N/A
44.8K $0
Blackrock ETF Trust
2.2K
+ 9.75%
N/A
24.8K $0
Tko Group Holdings Inc
2.14K
New
N/A
2.14K $0
Te Connectivity PLC
2.49K
+ 45.51%
N/A
7.96K $0
BUCK
Simplify Exchange Traded Fds S
754
+ 4.87%
N/A
16.2K $0
Healthcare Rlty Tr
304
+ 2.04%
N/A
15.2K $0
HYGW
Ishares Tr High Yield Corporat
2.58K
+ 9.58%
N/A
29.5K $0
Global X Fds
12.7K
New
N/A
12.7K $0
Tidal Tr Ii
292
+ 1.97%
N/A
15.1K $0
T Rowe Price ETF Inc
72.7K
+ 79.54%
N/A
164K $0
Capital Grp Fixed Incm ETF T
6.82K
+ 17.62%
N/A
45.5K $0
Spdr Ser Tr
8.38K
New
N/A
8.38K $0
Capital Group Dividend Growe
23.9K
+ 25.27%
N/A
118K $0
BFB
Brown Forman Corp Cl B
4.6K
+ 24.08%
N/A
23.7K $0
Capital Group Global Equity
16.3K
New
N/A
16.3K $0
Bny Mellon ETF Trust Ii
9.21K
New
N/A
9.21K $0
Goldman Sachs ETF Tr
12.1K
New
N/A
12.1K $0
Capital Group New Geography
99.2K
New
N/A
99.2K $0
GIGB
Goldman Sachs ETF Access Invt
9.18K
+ 23.56%
N/A
48.2K $0
CGMU
Capital Group Core Plus Income
33.5K
+ 14.97%
N/A
257K $0
Capital Group Conservative E
215K
+ 912.69%
N/A
238K $0
CGMS
Capital Grp Core Plus Income E
16.5K
+ 3.18%
N/A
535K $0
Blackrock Inc
864
+ 9.6%
N/A
9.86K $0
Super Micro Computer Inc
9.35K
+ 29.5%
N/A
41K $0
Goldman Sachs ETF Tr
8K
New
N/A
8K $0
Capital Grp Fixed Incm ETF T
128K
+ 73.95%
N/A
300K $0
Capital Group Core Balanced
56.3K
+ 61.62%
N/A
148K $0
Trust For Professional Manag
22.4K
+ 4.01%
N/A
580K $0
2023 ETF Series Trust Ii
6.83K
New
N/A
6.83K $0
Aim ETF Products Trust
967
+ 1.42%
N/A
69K $0
Aim ETF Products Trust
24.5K
+ 36.8%
N/A
91.1K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
4.97K
+ 4.99%
N/A
105K $0
Innovator Etfs Trust
8.15K
New
N/A
8.15K $0
Innovator Etfs Trust
15.3K
New
N/A
15.3K $0
Aim ETF Products Trust
9.38K
+ 81.26%
N/A
20.9K $0
T Rowe Price ETF Inc
68.9K
+ 26.41%
N/A
330K $0
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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