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
DUHP
Dimensional ETF Tr Dimensional

ETFs
335
+ 1.23%
$32.57 - $35.82 $10.9K - $12K
27.5K $912K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
133
+ 1.0%
$11.31 - $12.37 $1.5K - $1.65K
13.5K $153K
RL
Ralph Lauren Corp

Consumer Cyclical
30
+ 2.27%
$215.68 - $286.74 $6.47K - $8.6K
1.35K $298K
KMX
Carmax Inc

Consumer Cyclical
405
+ 3.81%
$69.25 - $89.19 $28K - $36.1K
11K $859K
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.85K
+ 8.35%
$45.72 - $51.73 $359K - $406K
102K $4.69M
FELE
Franklin Electric CO Inc

Industrials
7
+ 0.23%
$93.38 - $106.03 $654 - $742
3.1K $291K
XDSQ
Innovator Etfs Tr Us Equity Ac
1.31K
+ 3.89%
$34.21 - $38.09 $44.7K - $49.8K
34.9K $1.21M
NYF
Ishares New York Muni Bond ETF

ETFs
3
+ 0.01%
$52.33 - $53.92 $157 - $162
20.2K $1.06M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
378
+ 4.19%
$25.57 - $29.31 $9.67K - $11.1K
9.4K $241K
MUSA
Murphy Usa Inc.

Consumer Cyclical
2
+ 0.45%
$435.02 - $515.95 $870 - $1.03K
451 $211K
DFAU
Dimensional ETF Tr

ETFs
50
+ 0.57%
$37.84 - $42.29 $1.89K - $2.11K
8.82K $338K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
101
+ 1.02%
$27.52 - $33.6 $2.78K - $3.39K
10K $298K
IQV
Iqvia Holdings Inc.

Healthcare
96
+ 5.59%
$176.3 - $209.96 $16.9K - $20.2K
1.81K $319K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
122
+ 3.05%
$95.53 - $112.45 $11.7K - $13.7K
4.12K $399K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
164
+ 1.02%
$8.4 - $10.21 $1.38K - $1.67K
16.3K $137K
SITE
Site One Landscape Supply, Inc.

Industrials
16
+ 0.75%
$120.25 - $147.7 $1.92K - $2.36K
2.15K $260K
A
Agilent Technologies, Inc.

Healthcare
78
+ 4.72%
$116.69 - $152.6 $9.1K - $11.9K
1.73K $202K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
3.01K
+ 6.74%
$4.79 - $6.02 $14.4K - $18.1K
47.6K $232K
VT
Vanguard Total World Stk Index

ETFs
379
+ 0.9%
$115.08 - $123.97 $43.6K - $47K
42.4K $4.91M
HLI
Houlihan Lokey, Inc.

Financial Services
1
+ 0.06%
$154.43 - $187.4 $154 - $187
1.63K $262K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.29K
+ 9.31%
$126.86 - $146.45 $544K - $628K
50.4K $6.4M
VMC
Vulcan Materials CO

Basic Materials
281
+ 7.83%
$220.9 - $277.54 $62.1K - $78K
3.87K $902K
EWBC
East West Bancorp Inc

Financial Services
13
+ 0.35%
$84.35 - $103.91 $1.1K - $1.35K
3.77K $337K
ROST
Ross Stores, Inc.

Consumer Cyclical
584
+ 14.01%
$123.3 - $154.95 $72K - $90.5K
4.75K $607K
JPSE
J P Morgan Diversified Return

ETFs
1.05K
+ 4.93%
$42.78 - $48.51 $45K - $51K
22.4K $976K
SPXC
Spx Corp

Industrials
14
+ 0.84%
$128.78 - $154.37 $1.8K - $2.16K
1.68K $216K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
434
+ 3.16%
$69.69 - $79.99 $30.2K - $34.7K
14.2K $1.01M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
11
+ 0.12%
$21.0 - $24.67 $231 - $271
9.56K $201K
NBTB
Nbt Bancorp Inc

Financial Services
101
+ 1.47%
$42.51 - $49.14 $4.29K - $4.96K
6.96K $298K
OPRA
Opera LTD

Communication Services
400
+ 3.31%
$15.94 - $21.86 $6.38K - $8.74K
12.5K $199K
SKYW
Skywest Inc

Industrials
19
+ 0.75%
$81.46 - $120.92 $1.55K - $2.3K
2.56K $223K
CHY
Calamos Convertible & High Income Fund

Financial Services
1.31K
+ 6.0%
$10.1 - $12.0 $13.2K - $15.7K
23.1K $233K
WBIL
Absolute Shs Tr Wbi Bullbear Q

ETFs
17
+ 0.17%
$31.6 - $36.33 $537 - $618
10.2K $323K
QS
Quantum Scape Corp

Consumer Cyclical
1.72K
+ 4.46%
$4.15 - $6.58 $7.15K - $11.3K
40.4K $167K
FDM
First Trust Dow Jones Select M

ETFs
1.22K
+ 6.71%
$61.73 - $71.81 $75.6K - $87.9K
19.5K $1.21M
VOTE
Engine No 1 ETF Tr

ETFs
58
+ 0.48%
$64.6 - $72.12 $3.75K - $4.18K
12K $786K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
4.86K
+ 12.42%
$17.68 - $23.34 $85.9K - $113K
43.9K $777K
SVOL
Simplify ETF Simplify Volatili

ETFs
300
+ 1.83%
$17.92 - $21.7 $5.38K - $6.51K
16.7K $304K
SNOW
Snowflake Inc.

Technology
447
+ 3.44%
$146.16 - $192.78 $65.3K - $86.2K
13.4K $1.96M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
150
+ 1.58%
$62.28 - $71.92 $9.34K - $10.8K
9.65K $611K
ENVX
Enovix Corp

Industrials
4.25K
+ 19.68%
$7.21 - $14.33 $30.6K - $60.9K
25.8K $189K
DOCU
Docusign, Inc.

Technology
369
+ 4.12%
$74.7 - $97.7 $27.6K - $36.1K
9.33K $759K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
92
+ 0.09%
$16.76 - $17.69 $1.54K - $1.63K
97K $1.63M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
5.62K
+ 7.77%
$16.23 - $22.23 $91.2K - $125K
78K $1.3M
JHMM
John Hancock Multifactor Mid C

ETFs
1.82K
+ 2.86%
$55.69 - $63.12 $101K - $115K
65.3K $3.74M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
27
+ 0.47%
$103.96 - $122.36 $2.81K - $3.3K
5.78K $617K
LEN
Lennar Corp

Consumer Cyclical
225
+ 6.11%
$113.93 - $141.54 $25.6K - $31.8K
3.91K $448K
TXG
10x Genomics, Inc.

Healthcare
822
+ 7.62%
$8.73 - $16.31 $7.18K - $13.4K
11.6K $101K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
9.7K
+ 22.74%
$48.65 - $66.04 $472K - $641K
52.3K $2.79M
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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