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
DLR
Digital Realty Trust, Inc.

Real Estate
1.31K
+ 7.73%
$144.47 - $162.98 $189K - $213K
18.2K $2.95M
ASIX
Advan Six Inc.

Basic Materials
12.4K
New
$20.9 - $30.57 $260K - $380K
12.4K $377K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
10.6K
+ 15.23%
$28.09 - $30.4 $297K - $321K
80K $2.43M
CMF
Ishares California Muni Bond E

ETFs
6.3K
+ 120.1%
$56.65 - $58.17 $357K - $367K
11.6K $671K
USXF
Ishares Esg Advanced Msci Usa

Technology
827
+ 0.63%
$43.59 - $49.35 $36K - $40.8K
133K $6.5M
LNC
Lincoln National Corp

Financial Services
11.3K
+ 132.01%
$28.71 - $34.05 $326K - $386K
19.9K $628K
MTB
M&T Bank Corp

Financial Services
383
+ 3.52%
$146.49 - $179.85 $56.1K - $68.9K
11.3K $2.01M
AWK
American Water Works Company, Inc.

Utilities
864
+ 6.47%
$127.76 - $149.9 $110K - $130K
14.2K $2.08M
QPFF
American Centy ETF Tr Quality
9.27K
New
$36.06 - $38.42 $334K - $356K
9.27K $353K
VOTE
Engine No 1 ETF Tr

ETFs
4.71K
+ 45.28%
$60.37 - $67.04 $284K - $315K
15.1K $1.01M
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
6.91K
+ 90.87%
$49.83 - $50.72 $344K - $350K
14.5K $735K
ISCB
International Speedway Corp

ETFs
686
+ 1.07%
$53.31 - $59.12 $36.6K - $40.6K
64.9K $3.81M
DTM
Dt Midstream, Inc.

Energy
4.43K
New
$69.34 - $79.28 $307K - $351K
4.43K $348K
IWS
Ishares Russell Midcap Value E

ETFs
74
+ 0.25%
$119.52 - $132.25 $8.84K - $9.79K
29.4K $3.88M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.63K
+ 2.97%
$90.01 - $95.32 $146K - $155K
56.5K $5.34M
DFIC
Dimensional ETF Tr Dimensional

ETFs
12.3K
New
$25.36 - $28.37 $312K - $349K
12.3K $346K
FEP
First Trust Europe Alphadex Fu

ETFs
7.54K
+ 31.79%
$35.46 - $39.44 $268K - $298K
31.3K $1.22M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
14.4K
+ 65.41%
$20.82 - $22.27 $301K - $322K
36.5K $812K
TTD
Trade Desk, Inc.

Technology
228
+ 0.87%
$83.08 - $110.79 $18.9K - $25.3K
26.5K $2.9M
DLY
Double Line Yield Opportunities Fund

N/A
18.1K
+ 40.11%
$15.67 - $16.79 $283K - $303K
63.1K $1.05M
IGLB
Ishares 10+ Year Investment Gr

ETFs
4.54K
+ 17.49%
$49.38 - $54.19 $224K - $246K
30.5K $1.63M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.84K
+ 42.25%
$73.86 - $84.2 $284K - $324K
12.9K $1.07M
USRT
Ishares Core U.S. Reit ETF

ETFs
4.17K
+ 45.36%
$53.07 - $62.66 $221K - $261K
13.4K $822K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.21K
+ 2.27%
$100.09 - $100.69 $322K - $324K
145K $14.6M
RDNT
Rad Net, Inc.

Healthcare
4.75K
New
$55.28 - $71.1 $263K - $338K
4.75K $329K
SITE
Site One Landscape Supply, Inc.

Industrials
2.18K
New
$115.64 - $153.52 $252K - $335K
2.18K $329K
HSBC
Hsbc Holdings PLC

Financial Services
7.22K
New
$40.42 - $45.91 $292K - $331K
7.22K $326K
BWX
Spdr Bloomberg International T

ETFs
9.31K
+ 16.58%
$21.34 - $23.47 $199K - $218K
65.4K $1.53M
TDG
Trans Digm Group Inc

Industrials
174
+ 33.46%
$1202.03 - $1427.41 $209K - $248K
694 $990K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
16.7K
+ 149.22%
$18.36 - $19.08 $306K - $318K
27.9K $531K
SAVA
Cassava Sciences Inc

Healthcare
3K
+ 21.74%
$9.57 - $35.08 $28.7K - $105K
16.8K $493K
FTA
First Tr Large Cap Value

ETFs
422
+ 0.81%
$72.76 - $79.13 $30.7K - $33.4K
52.6K $4.16M
PAYX
Paychex Inc

Industrials
552
+ 3.52%
$116.17 - $135.19 $64.1K - $74.6K
16.2K $2.18M
KRE
Spdr S&P Regional Banking ETF

ETFs
521
+ 1.36%
$47.94 - $59.23 $25K - $30.9K
38.8K $2.2M
TMDX
Trans Medics Group, Inc.

Healthcare
1.7K
+ 24.41%
$135.68 - $176.11 $231K - $300K
8.67K $1.36M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
11.2K
+ 3.02%
$25.04 - $25.21 $280K - $282K
381K $9.62M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
7.55K
New
$38.81 - $41.41 $293K - $312K
7.55K $312K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
16.2K
+ 17.52%
$12.62 - $13.7 $204K - $222K
109K $1.49M
WEC
Wec Energy Group, Inc.

Utilities
761
+ 5.77%
$77.68 - $96.19 $59.1K - $73.2K
14K $1.34M
DQ
Daqo New Energy Corp.

Technology
15K
New
$14.04 - $20.37 $211K - $306K
15K $305K
IDXX
Idexx Laboratories Inc

Healthcare
397
+ 6.89%
$455.08 - $517.19 $181K - $205K
6.16K $3.11M
APP
App Lovin Corp

Technology
2.32K
New
$67.14 - $130.65 $156K - $303K
2.32K $303K
BALL
Ball Corp

Consumer Cyclical
4.46K
New
$58.86 - $67.91 $263K - $303K
4.46K $303K
EQIX
Equinix Inc

Real Estate
234
+ 32.05%
$749.0 - $890.01 $175K - $208K
964 $855K
IDU
Ishares Tr U S Utils ETF

ETFs
1.22K
+ 9.64%
$87.2 - $102.21 $106K - $125K
13.9K $1.42M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.7K
+ 93.67%
$66.56 - $75.11 $246K - $278K
7.65K $571K
ONON
On Holding Ag

Consumer Cyclical
5.98K
New
$36.63 - $51.57 $219K - $308K
5.98K $299K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
1.72K
+ 50.8%
$89.87 - $124.16 $155K - $214K
5.11K $634K
SWK
Stanley Black & Decker, Inc.

Industrials
375
+ 4.42%
$77.75 - $110.17 $29.2K - $41.3K
8.85K $975K
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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