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
HYLS
First Tr Tactical High Yield L

ETFs
52.1K
+ 125.17%
$40.95 - $41.77 $2.14M - $2.18M
93.8K $3.85M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
17.3K
+ 4.38%
$73.78 - $76.59 $1.28M - $1.33M
412K $31.6M
BDX
Becton Dickinson & CO

Healthcare
8.65K
+ 81.2%
$222.79 - $249.08 $1.93M - $2.15M
19.3K $4.42M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
68.7K
+ 92.79%
$28.55 - $29.09 $1.96M - $2M
143K $4.12M
BOTZ
Global X Fds

ETFs
75.7K
+ 150.93%
$28.46 - $34.53 $2.15M - $2.61M
126K $3.58M
GE
General Electric CO

Industrials
2.57K
+ 5.98%
$168.59 - $212.13 $433K - $544K
45.5K $9.11M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
41.4K
+ 21.01%
$47.03 - $47.8 $1.95M - $1.98M
239K $11.2M
VONV
Vanguard Russell 1000 Value Et

ETFs
21.8K
+ 70.71%
$80.21 - $86.14 $1.75M - $1.88M
52.6K $4.34M
ADP
Automatic Data Processing Inc

Industrials
4.83K
+ 20.75%
$286.85 - $318.64 $1.39M - $1.54M
28.1K $8.59M
MDT
Medtronic PLC

Healthcare
7.87K
+ 7.44%
$79.84 - $94.5 $629K - $744K
114K $10.2M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
23.3K
+ 118.05%
$66.3 - $74.17 $1.54M - $1.73M
43K $2.99M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
59.5K
+ 6.29%
$53.6 - $58.97 $3.19M - $3.51M
1.01M $55.1M
XLI
Industrial Sector Spdr

ETFs
12.6K
+ 36.4%
$128.78 - $141.67 $1.62M - $1.78M
47.1K $6.17M
RWL
Invesco Exchange Traded Fd Tr

ETFs
15.4K
+ 25.9%
$96.9 - $104.39 $1.49M - $1.6M
74.7K $7.42M
VNLA
Janus Henderson Short Duration

ETFs
31K
+ 201.0%
$48.89 - $49.21 $1.51M - $1.52M
46.4K $2.28M
VGIT
Vanguard Intermediate Term Tre

ETFs
23.4K
+ 29.47%
$57.44 - $59.4 $1.35M - $1.39M
103K $6.12M
JBBB
Janus Detroit Str Tr Henderson

ETFs
31K
+ 89.28%
$48.34 - $49.66 $1.5M - $1.54M
65.7K $3.2M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
28.6K
+ 37.66%
$45.92 - $47.58 $1.31M - $1.36M
105K $4.97M
FTLS
First Tr Long/Short Equity ETF

ETFs
22.7K
+ 131.08%
$63.42 - $68.17 $1.44M - $1.55M
40.1K $2.57M
MDLZ
Mondelez International, Inc.

Consumer Defensive
9.76K
+ 10.83%
$56.12 - $68.15 $548K - $665K
99.9K $6.78M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
19.1K
+ 56.82%
$53.69 - $62.68 $1.02M - $1.19M
52.6K $3.16M
CL
Colgate Palmolive CO

Consumer Defensive
12.9K
+ 29.84%
$85.68 - $97.5 $1.1M - $1.26M
56.1K $5.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.39K
+ 0.93%
$42.5 - $46.71 $314K - $345K
802K $36.3M
GLDM
World Gold Trust

ETFs
1.85K
+ 1.55%
$52.19 - $61.89 $96.6K - $114K
121K $7.48M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
38.8K
+ 64.44%
$47.25 - $67.02 $1.83M - $2.6M
98.9K $4.71M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
21.8K
+ 56.79%
$48.65 - $53.06 $1.06M - $1.16M
60.1K $3.12M
SPOT
Spotify Technology S.A.

Communication Services
1.71K
+ 52.41%
$457.79 - $648.32 $781K - $1.11M
4.96K $2.73M
SCHQ
Schwab Strategic Tr Long Term

ETFs
38K
+ 408.93%
$30.72 - $33.22 $1.17M - $1.26M
47.3K $1.55M
CSCO
Cisco Systems, Inc.

Technology
13K
+ 7.29%
$58.74 - $64.87 $764K - $844K
191K $11.8M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
20.9K
+ 284.51%
$55.6 - $66.5 $1.16M - $1.39M
28.2K $1.68M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
16.6K
+ 535.73%
$67.43 - $75.54 $1.12M - $1.26M
19.8K $1.35M
AVDV
American Centy ETF Tr Avantis

ETFs
16.2K
New
$63.74 - $71.96 $1.03M - $1.17M
16.2K $1.13M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
55.8K
+ 20.99%
$19.42 - $19.54 $1.08M - $1.09M
322K $6.27M
ECL
Ecolab Inc.

Basic Materials
3.29K
+ 25.33%
$229.72 - $269.82 $757K - $889K
16.3K $4.13M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
8.33K
+ 54.39%
$98.98 - $113.18 $824K - $943K
23.6K $2.68M
FLRN
Spdr Bloomberg Investment Grad

ETFs
34K
+ 46.05%
$30.71 - $30.87 $1.04M - $1.05M
108K $3.32M
CELH
Celsius Holdings, Inc.

Consumer Defensive
23.3K
+ 102.01%
$21.28 - $35.62 $495K - $829K
46.1K $1.64M
PMAR
Innovator U.S. Equity Power Bu

ETFs
26.1K
+ 401.82%
$39.51 - $41.0 $1.03M - $1.07M
32.6K $1.3M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
8.56K
+ 18.69%
$100.59 - $103.47 $861K - $886K
54.4K $5.63M
WPC
W. P. Carey Inc.

Real Estate
2.09K
+ 2.04%
$53.5 - $65.05 $112K - $136K
104K $6.57M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
43.7K
+ 119.52%
$23.19 - $23.5 $1.01M - $1.03M
80.3K $1.86M
FNV
Franco Nevada Corp

Basic Materials
3.04K
+ 22.91%
$120.72 - $157.56 $367K - $479K
16.3K $2.57M
DVN
Devon Energy Corp

Energy
19.5K
+ 32.57%
$33.15 - $38.55 $647K - $753K
79.5K $2.97M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
12.1K
+ 19.09%
$65.44 - $70.64 $789K - $852K
75.2K $5.14M
XLC
Select Sector Spdr Tr Communic

ETFs
10.5K
+ 28.26%
$94.84 - $105.31 $1M - $1.11M
47.8K $4.61M
FCOM
Fidelity Covington Tr Msci Com

ETFs
18.1K
+ 159.53%
$55.97 - $64.13 $1.01M - $1.16M
29.5K $1.66M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
41.9K
+ 133.64%
$21.48 - $22.98 $899K - $962K
73.2K $1.65M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
17.4K
+ 8.08%
$49.22 - $51.73 $857K - $901K
233K $11.8M
LVHI
Franklin International Low Vol

ETFs
16K
+ 7.94%
$30.53 - $32.85 $490K - $527K
218K $7.06M
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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