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
FXO
First Tr Exchange Traded Fd Fi

ETFs
19.3K
New
$50.63 - $59.0 $975K - $1.14M
19.3K $1.04M
KKR
Kkr & Co. Inc.

Financial Services
64
+ 0.11%
$129.87 - $162.87 $8.31K - $10.4K
59.6K $8.82M
IDEV
Ishares Core Msci Intl Develop

ETFs
18.4K
+ 78.27%
$64.18 - $70.42 $1.18M - $1.3M
42K $2.7M
ETR
Entergy Corp

Utilities
14.8K
+ 883.61%
$73.19 - $156.4 $1.09M - $2.32M
16.5K $1.25M
TFC
Truist Financial Corp

Financial Services
23.2K
+ 76.66%
$41.51 - $48.1 $963K - $1.12M
53.5K $2.32M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
14.2K
+ 34.52%
$55.58 - $62.6 $790K - $890K
55.4K $3.33M
ICSH
Blackrock Ultra Short Term Bon

ETFs
19.7K
+ 417.6%
$50.35 - $50.69 $990K - $997K
24.4K $1.23M
ETN
Eaton Corp PLC

Industrials
2.96K
+ 24.29%
$326.96 - $377.52 $966K - $1.12M
15.1K $5.02M
CGCP
Capital Group Core Plus Income

ETFs
50.9K
+ 31.64%
$22.13 - $23.17 $1.13M - $1.18M
212K $4.7M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
27.1K
+ 17.35%
$31.55 - $32.84 $856K - $890K
183K $5.94M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
15.4K
+ 343.95%
N/A
19.8K $1.24M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14.7K
+ 212.27%
$61.52 - $66.5 $903K - $976K
21.6K $1.38M
VXF
Vanguard Extended Market ETF

ETFs
3.25K
+ 8.18%
$179.17 - $207.15 $583K - $674K
43K $8.18M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
19.3K
+ 10.88%
$47.5 - $47.86 $919K - $926K
197K $9.37M
CGGO
Capital Group Global Growth Eq

ETFs
35.3K
+ 31.98%
$29.21 - $30.67 $1.03M - $1.08M
146K $4.26M
DE
Deere & CO

Industrials
1.98K
+ 16.27%
$389.45 - $466.0 $771K - $922K
14.1K $5.99M
LDOS
Leidos Holdings, Inc.

Technology
6.34K
New
$143.17 - $201.39 $907K - $1.28M
6.34K $913K
UPST
Upstart Holdings, Inc.

Financial Services
12.4K
+ 186.67%
$37.78 - $84.46 $468K - $1.05M
19K $1.17M
CGUS
Capital Group Core Equity ETF
19.2K
+ 5.86%
$33.96 - $36.24 $651K - $695K
347K $12.1M
WMB
Williams Companies, Inc.

Energy
8.56K
+ 16.89%
$46.37 - $59.74 $397K - $511K
59.2K $3.21M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.9K
+ 23.8%
$278.19 - $315.36 $806K - $914K
15.1K $4.34M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
44.8K
+ 57.23%
$19.42 - $19.76 $870K - $885K
123K $2.4M
FDVV
Fidelity High Dividend ETF

ETFs
17.5K
+ 57.87%
$49.66 - $52.63 $870K - $922K
47.8K $2.39M
T
At&T Inc.

Communication Services
19.6K
+ 3.7%
$21.22 - $23.88 $415K - $467K
548K $12.5M
COF
Capital One Financial Corp

Financial Services
2.73K
+ 21.48%
$145.19 - $192.01 $396K - $523K
15.4K $2.75M
PFF
Ishares Trust Ishares Pfd And

ETFs
45K
+ 14.21%
$31.23 - $33.51 $1.41M - $1.51M
362K $11.4M
CSQ
Calamos Strategic Total Return Fund

Financial Services
46.8K
+ 154.34%
$17.14 - $18.44 $802K - $863K
77.1K $1.37M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
16.2K
+ 414.0%
$51.58 - $52.91 $836K - $858K
20.1K $1.04M
SRE
Sempra Energy

Utilities
8.21K
+ 29.71%
$80.81 - $94.77 $663K - $778K
35.8K $3.14M
HOOD
Robinhood Markets, Inc.

Technology
12.3K
+ 45.55%
$22.33 - $43.2 $274K - $530K
39.2K $1.46M
HYD
Vaneck High Yield Muni ETF

ETFs
16K
+ 333.56%
$51.09 - $53.06 $818K - $849K
20.8K $1.08M
LNT
Alliant Energy Corp

Utilities
15.2K
+ 27.91%
$56.24 - $63.63 $857K - $970K
69.9K $4.13M
PKG
Packaging Corp Of America

Consumer Cyclical
3.46K
+ 93.69%
$211.98 - $248.85 $733K - $860K
7.15K $1.61M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
31K
New
$19.44 - $28.35 $603K - $879K
31K $797K
WM
Waste Management Inc

Industrials
5.35K
+ 10.96%
$201.79 - $228.46 $1.08M - $1.22M
54.1K $10.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.6K
+ 1.9%
$61.68 - $67.87 $780K - $858K
680K $42.4M
SKYY
First Trust Cloud Computing Et

ETFs
2.94K
+ 11.58%
$99.98 - $130.46 $294K - $384K
28.4K $3.38M
MCK
Mckesson Corp

Healthcare
250
+ 2.98%
$482.27 - $628.5 $121K - $157K
8.64K $4.92M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
6.78K
+ 5.99%
$77.98 - $84.06 $529K - $570K
120K $9.7M
SNA
Snap On Inc

Industrials
1.93K
+ 78.75%
$285.44 - $371.35 $551K - $717K
4.38K $1.49M
DEO
Diageo PLC

Consumer Defensive
7.4K
+ 56.49%
$118.0 - $139.88 $873K - $1.03M
20.5K $2.61M
DFS
Discover Financial Services

Financial Services
2.02K
+ 16.38%
$136.3 - $182.67 $276K - $370K
14.4K $2.49M
USB
Us Bancorp \De\

Financial Services
13.4K
+ 24.02%
$43.98 - $53.66 $589K - $719K
69.2K $3.31M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
33.4K
+ 208.95%
$23.11 - $25.17 $772K - $841K
49.4K $1.14M
PRF
Invesco Exchange Traded Fd Tr

ETFs
18.2K
+ 198.55%
$40.15 - $42.9 $732K - $783K
27.4K $1.11M
TJX
Tjx Companies Inc

Consumer Cyclical
4.42K
+ 7.33%
$112.15 - $127.2 $495K - $562K
64.6K $7.81M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
62.2K
New
$11.39 - $12.41 $708K - $772K
62.2K $724K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
8.78K
+ 15.77%
$93.52 - $95.37 $821K - $837K
64.4K $6.04M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
7K
+ 49.94%
$101.22 - $107.72 $708K - $754K
21K $2.15M
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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