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
FLCB
Franklin Templeton ETF Tr Libe

ETFs
20K
+ 22.25%
$20.94 - $22.17 $419K - $444K
110K $2.42M
OHI
Omega Healthcare Investors Inc

Real Estate
5.05K
+ 10.4%
$33.55 - $41.29 $170K - $209K
53.6K $2.18M
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.5K
+ 11.95%
$71.19 - $76.59 $320K - $345K
42.2K $3.23M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.83K
+ 3.62%
$79.58 - $91.64 $225K - $259K
80.9K $7.33M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3.12K
+ 53.07%
$80.44 - $110.41 $251K - $344K
8.99K $992K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
8.99K
New
$50.64 - $55.7 $455K - $501K
8.99K $500K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.78K
+ 23.29%
$74.85 - $82.2 $357K - $393K
25.3K $2.05M
OMC
Omnicom Group Inc.

Communication Services
4.8K
New
$87.69 - $103.9 $421K - $499K
4.8K $496K
VONV
Vanguard Russell 1000 Value Et

ETFs
3.74K
+ 14.08%
$76.07 - $83.33 $284K - $311K
30.3K $2.52M
TJX
Tjx Companies Inc

Consumer Cyclical
385
+ 0.64%
$107.93 - $120.23 $41.6K - $46.3K
60.2K $7.08M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
512
+ 0.84%
$113.45 - $126.18 $58.1K - $64.6K
61.1K $7.71M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
8.95K
+ 42.6%
$38.22 - $43.47 $342K - $389K
30K $1.3M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21.1K
+ 7.4%
$23.75 - $23.75 $501K - $501K
306K $7.28M
TRU
Trans Union

Industrials
4.57K
New
$72.72 - $106.05 $332K - $485K
4.57K $478K
IGRO
Ishares Tr International Divid

ETFs
4.8K
+ 28.92%
$66.7 - $75.25 $320K - $361K
21.4K $1.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.96K
+ 46.05%
$36.98 - $41.55 $368K - $414K
31.6K $1.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.05K
+ 2.56%
$22.38 - $23.66 $180K - $191K
322K $7.55M
WELL
Welltower Inc.

Real Estate
600
+ 3.7%
$104.0 - $129.74 $62.4K - $77.8K
16.8K $2.15M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.66K
+ 7.84%
$98.99 - $101.51 $362K - $371K
50.3K $5.1M
DOX
Amdocs LTD

Technology
3.11K
+ 14.51%
$78.13 - $87.85 $243K - $273K
24.5K $2.15M
THC
Tenet Healthcare Corp

Healthcare
1.13K
+ 14.3%
$129.27 - $168.03 $146K - $190K
9.02K $1.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
701
+ 6.11%
$256.4 - $289.78 $180K - $203K
12.2K $3.46M
AEE
Ameren Corp

Utilities
5.09K
New
$70.45 - $87.46 $359K - $446K
5.09K $445K
PEG
Public Service Enterprise Group Inc

Utilities
2.29K
+ 15.02%
$73.58 - $89.21 $168K - $204K
17.5K $1.56M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
4.36K
+ 8.7%
$81.98 - $86.24 $357K - $376K
54.4K $4.69M
ZBRA
Zebra Technologies Corp

Technology
463
+ 11.04%
$306.21 - $371.02 $142K - $172K
4.66K $1.72M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.26K
+ 19.74%
$98.97 - $99.59 $421K - $424K
25.8K $2.57M
HRL
Hormel Foods Corp

Consumer Defensive
9.71K
+ 9.89%
$30.04 - $33.14 $292K - $322K
108K $3.42M
RSG
Republic Services, Inc.

Industrials
1.48K
+ 7.6%
$189.34 - $208.21 $280K - $308K
21K $4.21M
NVR
Nvr Inc

Consumer Cyclical
23
+ 26.14%
$7421.51 - $9811.8 $171K - $226K
111 $1.09M
PHM
Pultegroup Inc

Consumer Cyclical
829
+ 9.14%
$103.95 - $144.98 $86.2K - $120K
9.9K $1.42M
PCEF
Invesco Cef Income Composite E

ETFs
20.2K
+ 83.22%
$18.24 - $19.71 $368K - $397K
44.4K $874K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.61K
+ 61.32%
$168.57 - $213.65 $272K - $344K
4.24K $865K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.72K
+ 14.29%
$25.45 - $29.53 $222K - $258K
69.8K $2.04M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.02K
+ 1.49%
$48.06 - $49.39 $193K - $199K
274K $13.5M
FDVV
Fidelity High Dividend ETF

ETFs
6.17K
+ 25.62%
$46.26 - $50.65 $286K - $313K
30.3K $1.53M
NRG
Nrg Energy, Inc.

Utilities
3.57K
+ 60.19%
$68.89 - $91.22 $246K - $325K
9.49K $864K
ZETA
Zeta Global Holdings Corp.

Technology
13.5K
New
$16.61 - $30.24 $224K - $408K
13.5K $402K
GWW
W.W. Grainger, Inc.

Industrials
22
+ 0.79%
$896.19 - $1044.18 $19.7K - $23K
2.8K $2.9M
YJUN
First Tr Exchange Traded Fd Vi
17.5K
New
$21.48 - $23.09 $376K - $404K
17.5K $400K
ARES
Ares Management Corp

Financial Services
2.52K
New
$133.73 - $158.05 $338K - $399K
2.52K $393K
BALT
Innovator Etfs Tr
8.61K
+ 5.46%
$29.76 - $30.83 $256K - $265K
166K $5.13M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
13.4K
+ 4.96%
$10.63 - $11.81 $143K - $158K
284K $3.31M
UVSP
Univest Financial Corp

Financial Services
13.9K
New
$22.22 - $29.19 $308K - $405K
13.9K $389K
FNDA
Schwab Fundamental U S Small C

ETFs
4.34K
+ 15.45%
$54.26 - $60.01 $235K - $260K
32.4K $1.93M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
7.66K
New
$46.07 - $50.3 $353K - $385K
7.66K $385K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
7.83K
+ 97.2%
$40.6 - $45.07 $318K - $353K
15.9K $716K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
12.9K
+ 126.75%
$27.17 - $28.74 $351K - $371K
23.1K $663K
SPOT
Spotify Technology S.A.

Communication Services
715
+ 33.76%
$290.16 - $384.01 $207K - $275K
2.83K $1.04M
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
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