Atria Wealth Solutions, Inc. Purchases in Q3 2024

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.86K
+ 0.89%
$57.32 - $62.65 $336K - $367K
667K $41.6M
KO
Coca Cola CO

Consumer Defensive
11.3K
+ 4.65%
$62.69 - $73.01 $707K - $824K
254K $18.2M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
195K
New
$12.25 - $13.39 $2.39M - $2.61M
195K $2.61M
SPTL
Spdr Portfolio Long Term Treas

ETFs
67.5K
+ 19.59%
$26.69 - $29.87 $1.8M - $2.02M
412K $12M
VCIT
Vanguard Intermediate Term Cor

ETFs
24.5K
+ 18.38%
$79.29 - $84.02 $1.94M - $2.06M
158K $13.2M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
35.1K
+ 21.69%
$50.02 - $54.5 $1.75M - $1.91M
197K $10.7M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
207K
+ 1127.48%
$11.31 - $11.96 $2.34M - $2.48M
225K $2.7M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
188K
New
$12.25 - $13.1 $2.31M - $2.47M
188K $2.47M
BNDX
Vanguard Total International B

ETFs
15.1K
+ 1.49%
$48.42 - $50.35 $732K - $761K
1.03M $51.7M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
45.1K
+ 13.86%
$50.63 - $51.11 $2.28M - $2.3M
370K $18.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.2K
+ 1.34%
$76.38 - $78.87 $703K - $726K
696K $54.8M
JPIE
J P Morgan Exchange Traded Fd
44.5K
+ 261.03%
$45.17 - $46.39 $2.01M - $2.06M
61.5K $2.85M
CASY
Caseys General Stores Inc

Consumer Cyclical
5.44K
+ 176.22%
$354.52 - $391.16 $1.93M - $2.13M
8.53K $3.2M
MBB
Ishares Tr

ETFs
8.42K
+ 2.77%
$90.85 - $96.66 $765K - $813K
312K $29.9M
CGUS
Capital Group Core Equity ETF
40.6K
+ 14.14%
$31.19 - $34.33 $1.27M - $1.39M
327K $11.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.29K
+ 5.15%
$332.02 - $382.76 $1.09M - $1.26M
67.1K $25.2M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
9.35K
+ 11.58%
$152.9 - $180.39 $1.43M - $1.69M
90.1K $15.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
72.5K
+ 56.19%
$23.04 - $24.06 $1.67M - $1.74M
202K $4.85M
JCPB
J P Morgan Exchange Traded Fd

ETFs
35.2K
+ 44.73%
$45.87 - $48.53 $1.61M - $1.71M
114K $5.49M
CGGO
Capital Group Global Growth Eq

ETFs
59.7K
+ 117.62%
$27.25 - $30.52 $1.63M - $1.82M
110K $3.33M
DHI
Horton D R Inc

Consumer Cyclical
2.77K
+ 10.65%
$135.21 - $197.06 $375K - $546K
28.8K $5.5M
O
Realty Income Corp

Real Estate
440
+ 0.26%
$52.36 - $63.42 $23K - $27.9K
169K $10.7M
BMY
Bristol Myers Squibb CO

Healthcare
1.99K
+ 1.19%
$39.66 - $51.75 $78.8K - $103K
169K $8.75M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
26.9K
+ 9.94%
$42.87 - $45.76 $1.15M - $1.23M
298K $13.5M
LGOV
First Tr ETF Iv Long Duration

ETFs
16K
+ 1.52%
$20.77 - $22.83 $333K - $365K
1.07M $24M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
10.5K
+ 8.62%
$94.31 - $103.26 $988K - $1.08M
132K $13.5M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
39.7K
+ 41.91%
$32.65 - $36.69 $1.3M - $1.46M
135K $4.9M
EDV
Vanguard Extended Duration Tre

ETFs
14.6K
+ 17.52%
$70.73 - $83.52 $1.04M - $1.22M
98.2K $7.82M
PAUG
Innovator U.S. Equity Power Bu

ETFs
42.9K
+ 198.74%
$35.57 - $37.86 $1.52M - $1.62M
64.4K $2.44M
PVAL
Putnam ETF Tr Putnam Focused L
41K
+ 69.97%
$35.03 - $37.94 $1.44M - $1.55M
99.5K $3.78M
FSLR
First Solar, Inc.

Technology
6.31K
+ 213.15%
$205.36 - $255.78 $1.3M - $1.61M
9.27K $2.31M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.74K
+ 2.2%
$113.41 - $125.62 $424K - $470K
174K $21.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
10.4K
+ 4.95%
$56.47 - $63.69 $587K - $662K
220K $13.9M
XLV
Select Sector Spdr Fund Health

ETFs
368
+ 0.2%
$143.3 - $157.24 $52.7K - $57.9K
181K $27.9M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
61.2K
New
$24.38 - $25.2 $1.49M - $1.54M
61.2K $1.54M
SO
Southern CO

Utilities
2.26K
+ 2.18%
$77.0 - $90.52 $174K - $204K
106K $9.55M
UHS
Universal Health Services Inc

Healthcare
6.54K
New
$178.68 - $241.52 $1.17M - $1.58M
6.54K $1.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5.73K
+ 9.31%
$127.29 - $141.5 $730K - $811K
67.3K $9.39M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
60.9K
+ 76.13%
$22.76 - $23.41 $1.39M - $1.43M
141K $3.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
8.91K
+ 59.85%
$72.18 - $107.33 $643K - $957K
23.8K $2.53M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
32.2K
+ 20.58%
$38.33 - $42.48 $1.23M - $1.37M
189K $7.93M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
53K
+ 61.78%
$24.39 - $25.28 $1.29M - $1.34M
139K $3.49M
SIXJ
Aim ETF Prods Tr Allianzim U S
43.3K
+ 38.74%
$27.55 - $29.4 $1.19M - $1.27M
155K $4.56M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
27.3K
+ 268.12%
$46.5 - $49.42 $1.27M - $1.35M
37.5K $1.84M
XLP
Consumer Staples Sector Spdr

ETFs
18.6K
+ 16.68%
$76.04 - $76.04 $1.41M - $1.41M
130K $9.88M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.58K
+ 0.57%
$58.03 - $65.37 $91.7K - $103K
281K $18.2M
CPRT
Copart Inc

Consumer Cyclical
26.3K
+ 86.89%
$49.19 - $55.54 $1.29M - $1.46M
56.5K $2.96M
PFE
Pfizer Inc

Healthcare
27.3K
+ 4.97%
$27.7 - $31.39 $757K - $858K
577K $16.7M
VRT
Vertiv Holdings CO

Industrials
15K
+ 62.26%
$86.66 - $86.66 $1.3M - $1.3M
39K $3.38M
Activity Summary
Buys All Purchases 852 New Holdings 149 Increased Positions 703 Sells All Sells 945 Reductions 945 Sold out 0 Options Calls 8 Puts 5
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. 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 Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email