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
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
12.3K
+ 148.3%
$45.21 - $50.33 $555K - $618K
20.5K $940K
HEI
Heico Corp

Industrials
537
+ 3.97%
$219.6 - $270.85 $118K - $145K
14.1K $3.75M
FENY
Fidelity Covington Tr Msci Ene

ETFs
19.5K
+ 81.09%
$23.24 - $26.16 $454K - $511K
43.6K $1.11M
ICE
Intercontinental Exchange, Inc.

Financial Services
996
+ 6.39%
$142.8 - $176.36 $142K - $176K
16.6K $2.86M
ICSH
Blackrock Ultra Short Term Bon

ETFs
10.4K
+ 42.73%
$50.44 - $50.7 $525K - $528K
34.8K $1.76M
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.01K
+ 18.7%
$157.71 - $180.77 $633K - $726K
25.5K $4.09M
KCE
Spdr S&P Capital Markets ETF

ETFs
4.21K
New
$122.39 - $146.44 $516K - $617K
4.21K $531K
USM
United States Cellular Corp

Communication Services
7K
+ 100.0%
$60.78 - $69.95 $425K - $490K
14K $968K
EXPD
Expeditors International Of Washington Inc

Industrials
4.38K
New
$109.09 - $126.48 $477K - $553K
4.38K $526K
XSMO
Invesco S&P Smallcap Momentum

ETFs
8.34K
New
$59.97 - $70.03 $500K - $584K
8.34K $523K
BKR
Baker Hughes CO

Energy
11.6K
New
$41.16 - $48.85 $476K - $565K
11.6K $508K
PSX
Phillips 66

Energy
1.99K
+ 7.68%
$113.93 - $131.55 $226K - $261K
27.8K $3.44M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.75K
+ 5.03%
$90.0 - $96.32 $517K - $553K
120K $11.1M
USTB
Victory Portfolios Ii Victorys

ETFs
9.21K
+ 18.02%
$50.08 - $50.71 $461K - $467K
60.3K $3.05M
LNT
Alliant Energy Corp

Utilities
1.93K
+ 2.77%
$56.66 - $66.04 $110K - $128K
71.8K $4.62M
CCK
Crown Holdings Inc

Consumer Cyclical
5.39K
New
$78.77 - $91.74 $424K - $494K
5.39K $480K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
4.4K
+ 20.96%
$100.56 - $108.28 $443K - $477K
25.4K $2.62M
ROL
Rollins Inc

Consumer Cyclical
5.97K
+ 30.94%
$45.65 - $54.03 $272K - $322K
25.2K $1.36M
CGGO
Capital Group Global Growth Eq

ETFs
21.1K
+ 14.48%
$28.33 - $30.84 $597K - $650K
167K $4.72M
IGIC
International General Insurance Holdings Ltd.

Financial Services
11.8K
+ 19.26%
$23.08 - $27.36 $271K - $321K
72.8K $1.91M
BAH
Booz Allen Hamilton Holding Corp

Industrials
5.41K
+ 127.06%
$102.72 - $143.06 $556K - $775K
9.68K $1.01M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
19.7K
+ 31.1%
$23.9 - $24.43 $471K - $481K
83K $2M
RING
Ishares Inc Msci Global Gold M

ETFs
6.87K
+ 36.31%
$28.64 - $38.36 $197K - $264K
25.8K $989K
RDW
Redwire Corp

Industrials
54.5K
New
$8.29 - $25.66 $452K - $1.4M
54.5K $451K
YUM
Yum Brands Inc

Consumer Cyclical
1.3K
+ 12.37%
$123.25 - $162.53 $160K - $211K
11.8K $1.86M
DPZ
Dominos Pizza Inc

Consumer Cyclical
904
+ 131.4%
$402.33 - $489.71 $364K - $443K
1.59K $731K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
26.1K
+ 63.6%
$14.91 - $15.74 $390K - $411K
67.2K $1.05M
PFG
Principal Financial Group Inc

Financial Services
5.09K
New
$76.34 - $89.04 $388K - $453K
5.09K $429K
FOX
Fox Corp Cl B (De)

Communication Services
8.02K
New
$45.64 - $54.23 $366K - $435K
8.02K $422K
INSM
Insmed Inc

Healthcare
5.54K
New
$65.25 - $83.83 $362K - $465K
5.54K $422K
GPC
Genuine Parts CO

Consumer Cyclical
3.26K
+ 30.8%
$115.91 - $129.02 $378K - $420K
13.8K $1.65M
TDS
Telephone & Data Systems Inc

Communication Services
9.5K
+ 98.92%
$32.18 - $40.31 $306K - $383K
19.1K $740K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
8.7K
+ 41.31%
$67.24 - $84.27 $585K - $733K
29.8K $2.03M
WTM
White Mountains Insurance Group LTD

Financial Services
211
New
$1818.58 - $1983.07 $384K - $418K
211 $406K
APH
Amphenol Corp

Technology
6.99K
+ 50.44%
$61.62 - $78.55 $431K - $549K
20.9K $1.37M
JOBY
Joby Aviation, Inc.

Industrials
66.6K
New
$5.99 - $10.27 $399K - $684K
66.6K $400K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
8.13K
New
$47.6 - $51.91 $387K - $422K
8.13K $392K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.65K
+ 38.01%
$51.26 - $52.53 $392K - $402K
27.8K $1.43M
PPG
Ppg Industries Inc

Basic Materials
3.69K
+ 203.08%
$107.44 - $124.29 $397K - $459K
5.51K $602K
XLB
Select Sector Spdr Fd Material

ETFs
4.25K
+ 63.62%
$83.19 - $90.99 $353K - $386K
10.9K $939K
ELV
Elevance Health, Inc.

Healthcare
111
+ 2.21%
$365.9 - $436.25 $40.6K - $48.4K
5.14K $2.24M
IOO
Ishares Tr Global 100 ETF

ETFs
4.87K
+ 23.16%
$96.2 - $105.12 $468K - $511K
25.9K $2.49M
ITW
Illinois Tool Works Inc

Industrials
1.89K
+ 11.25%
$244.9 - $274.48 $462K - $517K
18.6K $4.62M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
18.3K
New
$20.2 - $20.86 $369K - $381K
18.3K $369K
HOOD
Robinhood Markets, Inc.

Technology
4.55K
+ 11.6%
$35.63 - $65.28 $162K - $297K
43.7K $1.82M
MPLX
Mplx LP

Energy
653
+ 1.14%
$47.88 - $54.65 $31.3K - $35.7K
58.1K $3.11M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
5.48K
+ 5.9%
$85.06 - $87.69 $466K - $480K
98.3K $8.37M
DSI
Ishares Msci Kld 400 Social Et

ETFs
8.83K
+ 12.57%
$101.98 - $115.66 $900K - $1.02M
79K $8.1M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
11K
+ 19.42%
$27.64 - $28.58 $304K - $314K
67.5K $1.93M
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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