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
SHW
Sherwin Williams CO

Basic Materials
562
+ 6.73%
$330.16 - $365.55 $186K - $205K
8.91K $3.11M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
10.4K
+ 7.21%
$24.5 - $24.95 $255K - $259K
155K $3.83M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
11.2K
New
$23.17 - $24.25 $259K - $271K
11.2K $270K
GHC
Graham Holdings CO

Consumer Defensive
282
New
$854.34 - $983.77 $241K - $277K
282 $270K
STT
State Street Corp

Financial Services
4.98K
+ 24.19%
$84.47 - $102.23 $420K - $509K
25.6K $2.29M
IBN
Icici Bank LTD

Financial Services
8.49K
New
$27.55 - $31.67 $234K - $269K
8.49K $267K
EEM
Ishares Msci Emerging Markets

ETFs
3.08K
+ 4.45%
$40.81 - $45.34 $126K - $140K
72.3K $3.16M
SWX
Southwest Gas Holdings, Inc.

Utilities
3.6K
+ 99.47%
$68.42 - $78.18 $246K - $281K
7.22K $518K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.82K
+ 31.26%
$24.05 - $24.86 $236K - $244K
41.2K $1.02M
LBRDK
Liberty Broadband Corp

Communication Services
3.07K
New
$73.49 - $88.64 $226K - $272K
3.07K $261K
TSAT
Telesat Corp

Technology
13.6K
New
$14.71 - $23.39 $200K - $318K
13.6K $256K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.71K
New
$47.66 - $57.45 $224K - $271K
4.71K $256K
MLPX
Global X Mlp & Energy Infrastr

ETFs
968
+ 1.7%
$59.6 - $67.2 $57.7K - $65K
57.9K $3.7M
MSGS
Madison Square Garden Sports Corp.

Communication Services
1.55K
+ 100.0%
$185.75 - $223.33 $288K - $346K
3.1K $603K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.56K
+ 3.91%
$47.08 - $50.67 $121K - $130K
68.1K $3.42M
MPWR
Monolithic Power Systems Inc

Technology
471
+ 26.2%
$565.7 - $720.25 $266K - $339K
2.27K $1.32M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
11.5K
New
$21.89 - $22.65 $252K - $261K
11.5K $251K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.79K
New
$42.36 - $43.8 $245K - $254K
5.79K $251K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.89K
+ 108.07%
$115.79 - $154.66 $219K - $292K
3.64K $474K
EQT
Eqt Corp

Energy
4.64K
New
$46.16 - $54.25 $214K - $252K
4.64K $248K
WCN
Waste Connections, Inc.

Industrials
834
+ 23.21%
$169.89 - $195.19 $142K - $163K
4.43K $864K
FXU
First Tr Exchange Traded Fd Ut

ETFs
6.04K
New
$37.42 - $41.14 $226K - $249K
6.04K $247K
VRSK
Verisk Analytics, Inc.

Industrials
588
+ 18.19%
$268.63 - $301.33 $158K - $177K
3.82K $1.14M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
8.51K
+ 2.65%
$25.05 - $25.16 $213K - $214K
330K $8.3M
IGRO
Ishares Tr International Divid

ETFs
2.04K
+ 9.24%
$66.91 - $73.87 $136K - $150K
24.1K $1.74M
NTRS
Northern Trust Corp

Financial Services
2.6K
+ 87.66%
$96.09 - $113.81 $250K - $296K
5.57K $549K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
21K
New
$11.63 - $13.3 $245K - $280K
21K $244K
HE
Hawaiian Electric Industries Inc

Utilities
21.5K
New
$8.18 - $11.46 $176K - $246K
21.5K $235K
NUDM
Nuveen Esg International Devel

ETFs
7.38K
New
$29.75 - $33.12 $220K - $244K
7.38K $235K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.87K
+ 31.51%
$203.38 - $274.79 $380K - $514K
7.8K $1.6M
PTLO
Portillo'S Inc.

Consumer Cyclical
19.7K
New
$9.2 - $15.39 $182K - $304K
19.7K $234K
ASA
Asa Gold & Precious Metals LTD

Financial Services
7.8K
New
$20.8 - $30.14 $162K - $235K
7.8K $234K
FMC
Fmc Corp

Basic Materials
5.54K
New
$34.54 - $56.38 $191K - $312K
5.54K $233K
CSGP
Costar Group, Inc.

Real Estate
2.17K
+ 27.87%
$69.29 - $80.37 $150K - $174K
9.96K $788K
AOK
Ishares Tr Core Conservative A

ETFs
5.9K
+ 25.02%
$36.86 - $38.15 $217K - $225K
29.5K $1.11M
JLL
Jones Lang Lasalle Inc

Real Estate
931
New
$238.0 - $284.76 $222K - $265K
931 $230K
NXN
Nuveen New York Select Tax Free Income Portfolio

Financial Services
19.4K
New
$11.43 - $11.87 $222K - $230K
19.4K $229K
DG
Dollar General Corp

Consumer Defensive
2.61K
New
$68.44 - $87.93 $179K - $230K
2.61K $229K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.79K
New
$75.32 - $84.77 $210K - $237K
2.79K $228K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
10.8K
New
$20.11 - $21.21 $217K - $229K
10.8K $228K
FN
Fabrinet

Technology
1.58K
+ 40.83%
$183.66 - $267.24 $291K - $423K
5.46K $1.08M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
5.81K
+ 22.89%
$31.09 - $34.34 $181K - $200K
31.2K $1.04M
NPCT
Nuveen Core Plus Impact Fund
20.9K
New
$10.44 - $11.13 $218K - $232K
20.9K $223K
MEAR
Blackrock Short Maturity Munic

ETFs
4.3K
+ 17.41%
$49.97 - $50.36 $215K - $217K
29K $1.46M
FLS
Flowserve Corp

Industrials
5.6K
+ 96.21%
$46.47 - $64.75 $260K - $363K
11.4K $558K
VCV
Invesco California Value Municipal Income Trust

Financial Services
28.8K
+ 11.29%
$10.54 - $11.28 $304K - $325K
284K $3.02M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.31K
New
$25.35 - $27.46 $211K - $228K
8.31K $219K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.07K
New
$159.75 - $208.61 $171K - $223K
1.07K $218K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.34K
+ 24.72%
$46.74 - $47.55 $203K - $206K
21.9K $1.04M
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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