Atria Wealth Solutions, Inc. Incresed Positions in Q3 2024

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
364K
+ 128.55%
$51.72 - $57.96 $18.8M - $21.1M
647K $37.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
311K
+ 15.6%
$44.83 - $47.42 $13.9M - $14.7M
2.3M $108M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
198K
+ 93.32%
$61.47 - $67.36 $12.2M - $13.3M
410K $27.6M
IEF
Ishares Barclays

ETFs
88.8K
+ 15.92%
$92.67 - $99.14 $8.23M - $8.8M
646K $63.4M
MGV
Vanguard Mega Cap Value

ETFs
81.4K
+ 396.93%
$118.0 - $128.28 $9.61M - $10.4M
102K $13.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
49K
+ 119.87%
$178.94 - $207.0 $8.77M - $10.1M
89.9K $18.1M
GLD
Spdr Gold Trust

ETFs
16.2K
+ 9.04%
$215.56 - $246.98 $3.49M - $4M
195K $47.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
729
+ 0.47%
$405.19 - $478.57 $295K - $349K
155K $71.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26.9K
+ 5.33%
$105.53 - $118.34 $2.84M - $3.19M
533K $62.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
178K
+ 31.76%
$30.71 - $34.79 $5.47M - $6.19M
738K $25.7M
VEA
Vanguard Ftse Developed Market

ETFs
1.9K
+ 0.1%
$47.6 - $53.31 $90.2K - $101K
1.93M $102M
VTWO
Vanguard Russell 2000 ETF

ETFs
59.6K
+ 50.13%
$81.17 - $90.77 $4.84M - $5.41M
178K $15.9M
CGDV
Capital Group Divid Value ETF

ETFs
94.2K
+ 11.77%
$32.96 - $36.48 $3.11M - $3.44M
895K $32.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
41.3K
+ 8.68%
$96.25 - $101.98 $3.97M - $4.21M
516K $52.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
92.9K
+ 39.06%
$56.04 - $62.99 $5.21M - $5.85M
331K $20.2M
IQLT
Ishares Msci Intl Quality Fact

ETFs
131K
+ 88.87%
$37.37 - $41.82 $4.9M - $5.48M
279K $11.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
23.1K
+ 4.19%
$89.91 - $101.33 $2.08M - $2.34M
575K $56.4M
VB
Vanguard Small Cap ETF

ETFs
12.4K
+ 9.18%
$214.77 - $237.72 $2.65M - $2.94M
147K $34.9M
ADP
Automatic Data Processing Inc

Industrials
15.8K
+ 68.78%
$233.44 - $279.45 $3.69M - $4.42M
38.8K $10.7M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
131K
+ 163.54%
$31.95 - $38.02 $4.2M - $4.99M
212K $7.93M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
58.4K
+ 7.09%
$44.24 - $49.47 $2.58M - $2.89M
883K $43.7M
RWL
Invesco Exchange Traded Fd Tr

ETFs
44.2K
+ 43.73%
$90.36 - $98.07 $3.99M - $4.33M
145K $14.2M
CTAS
Cintas Corp

Industrials
33.3K
+ 817.74%
$201.38 - $819.83 $6.7M - $27.3M
37.4K $7.69M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
13.5K
+ 123.95%
$305.34 - $350.41 $4.12M - $4.72M
24.4K $8.41M
BND
Vanguard Bd Index Fd Inc Total

ETFs
30.4K
+ 4.09%
$71.45 - $75.64 $2.17M - $2.3M
773K $58M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
42.6K
+ 1664.97%
$97.05 - $106.1 $4.14M - $4.52M
45.2K $4.77M
JEPI
J P Morgan Exchange Traded Fd

ETFs
21.4K
+ 1.91%
$54.98 - $59.51 $1.18M - $1.28M
1.14M $68M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.12K
+ 0.23%
$162.64 - $179.3 $182K - $201K
495K $88.8M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
105K
+ 8.68%
$28.1 - $29.89 $2.95M - $3.14M
1.32M $39.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
40K
+ 37.2%
$85.48 - $98.39 $3.42M - $3.93M
147K $14.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
37.9K
+ 15.56%
$69.16 - $76.64 $2.62M - $2.9M
282K $21.2M
XLF
Financial Sector Spdr

ETFs
48.4K
+ 11.67%
$40.84 - $45.74 $1.98M - $2.21M
463K $21M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
35.8K
+ 11.34%
$74.26 - $78.84 $2.66M - $2.82M
352K $27.5M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
40.4K
+ 28.97%
$64.57 - $71.76 $2.61M - $2.9M
180K $12.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.43K
+ 0.66%
$117.9 - $128.2 $286K - $311K
368K $47.2M
XLU
Utilities Sector Spdr

ETFs
22.8K
+ 14.97%
$67.67 - $80.78 $1.54M - $1.84M
175K $14.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15.5K
+ 1.83%
$53.41 - $57.9 $830K - $900K
864K $50M
MUB
Ishares National Muni Bond ETF

ETFs
29.9K
+ 12.93%
$106.13 - $108.7 $3.18M - $3.25M
261K $28.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
68.1K
+ 19.25%
$49.7 - $56.11 $3.38M - $3.82M
422K $23.2M
DGRO
Ishares Core Dividend Growth E

ETFs
20K
+ 4.61%
$57.47 - $62.76 $1.15M - $1.26M
455K $28.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.06K
+ 0.68%
$77.02 - $85.06 $236K - $260K
453K $38.3M
IVE
Ishares S&P 500 Value ETF

ETFs
1.74K
+ 0.9%
$181.06 - $197.17 $315K - $343K
194K $38.3M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
53.2K
+ 23.28%
$59.61 - $60.15 $3.17M - $3.2M
282K $16.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
61.8K
+ 32.82%
$50.52 - $50.95 $3.12M - $3.15M
250K $12.7M
JNJ
Johnson & Johnson

Healthcare
4.04K
+ 2.59%
$145.48 - $167.38 $588K - $676K
160K $25.9M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
107K
+ 203.21%
$22.3 - $26.02 $2.39M - $2.79M
160K $4.16M
PGR
Progressive Corp

Financial Services
7.43K
+ 34.18%
$209.46 - $259.24 $1.56M - $1.93M
29.2K $7.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.86K
+ 0.89%
$57.32 - $62.65 $336K - $367K
667K $41.6M
KO
Coca Cola CO

Consumer Defensive
11.3K
+ 4.65%
$62.69 - $73.01 $707K - $824K
254K $18.2M
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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