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
WES
Western Midstream Partners, LP

Energy
2.35K
+ 41.25%
$36.59 - $42.74 $86K - $100K
8.05K $307K
CBSH
Commerce Bancshares Inc

Financial Services
720
+ 7.08%
$55.02 - $65.08 $39.6K - $46.9K
10.9K $647K
GEF
Greif, Inc

Consumer Cyclical
899
+ 19.64%
$56.02 - $66.68 $50.4K - $59.9K
5.48K $343K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.17K
+ 5.55%
$51.0 - $52.05 $59.7K - $60.9K
22.3K $1.16M
FPA
First Trust Asia Pacific Ex Ja

ETFs
489
+ 1.92%
$26.68 - $30.95 $13K - $15.1K
26K $793K
SOUN
Soundhound Ai, Inc.

Technology
15K
+ 99.63%
$3.89 - $6.2 $58.2K - $92.8K
30K $139K
FDM
First Trust Dow Jones Select M

ETFs
141
+ 0.84%
$58.44 - $67.29 $8.24K - $9.49K
16.9K $1.08M
ROK
Rockwell Automation, Inc

Industrials
524
+ 5.74%
$248.27 - $294.37 $130K - $154K
9.65K $2.59M
PNW
Pinnacle West Capital Corp

Utilities
278
+ 6.38%
$75.52 - $91.31 $21K - $25.4K
4.63K $410K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
164
+ 1.31%
$65.15 - $72.97 $10.7K - $12K
12.7K $924K
WHR
Whirlpool Corp

Consumer Cyclical
459
+ 8.09%
$90.25 - $112.34 $41.4K - $51.6K
6.13K $656K
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.1K
+ 14.31%
$48.46 - $54.37 $53.2K - $59.6K
8.77K $470K
KIM
Kimco Realty Corp

Real Estate
260
+ 1.42%
$19.24 - $24.06 $5K - $6.26K
18.6K $432K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
1.69K
+ 16.27%
$21.98 - $25.4 $37.1K - $42.9K
12.1K $306K
FIS
Fidelity National Information Services, Inc.

Technology
214
+ 3.2%
$72.8 - $85.04 $15.6K - $18.2K
6.91K $578K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.69K
+ 2.95%
$20.69 - $21.17 $76.3K - $78K
129K $2.7M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
747
+ 17.47%
$60.1 - $66.57 $44.9K - $49.7K
5.02K $333K
DUHP
Dimensional ETF Tr Dimensional

ETFs
500
+ 1.9%
$30.74 - $34.07 $15.4K - $17K
26.9K $914K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
819
+ 1.95%
$29.62 - $31.54 $24.3K - $25.8K
42.9K $1.35M
JMEE
J P Morgan Exchange Traded Fd

ETFs
126
+ 0.88%
$55.81 - $61.01 $7.03K - $7.69K
14.4K $875K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
860
+ 3.23%
$46.89 - $52.24 $40.3K - $44.9K
27.5K $1.43M
SRLN
Ssga Active Trust

ETFs
1.66K
+ 2.35%
$40.93 - $41.85 $67.7K - $69.3K
72K $3.01M
PWB
Invesco Exchange Traded Fd Tr

ETFs
40
+ 0.27%
$86.85 - $98.91 $3.47K - $3.96K
15K $1.48M
KMX
Carmax Inc

Consumer Cyclical
300
+ 2.79%
$71.21 - $85.78 $21.4K - $25.7K
11K $853K
HRI
Herc Holdings Inc

Industrials
100
+ 5.18%
$125.03 - $159.53 $12.5K - $16K
2.03K $323K
WFG
West Fraser Timber Co., LTD

Basic Materials
101
+ 3.8%
$74.68 - $97.37 $7.54K - $9.83K
2.76K $268K
FCOM
Fidelity Covington Tr Msci Com

ETFs
393
+ 2.64%
$49.09 - $55.08 $19.3K - $21.6K
15.3K $841K
R
Ryder System Inc

Industrials
2
+ 0.07%
$117.21 - $148.66 $234 - $297
2.84K $414K
IGM
Ishares Expanded Tech Sector E

ETFs
317
+ 1.58%
$84.03 - $98.62 $26.6K - $31.3K
20.3K $1.95M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
3.02K
+ 22.18%
$9.76 - $11.79 $29.5K - $35.6K
16.6K $195K
SQ
Block, Inc.

Technology
22
+ 0.1%
$57.21 - $72.07 $1.26K - $1.59K
21.8K $1.46M
FSK
Fs Kkr Capital Corp

Financial Services
2.86K
+ 1.37%
$18.74 - $20.43 $53.6K - $58.4K
212K $4.18M
TIPT
Tiptree Inc.

Financial Services
300
+ 1.73%
$15.74 - $20.11 $4.72K - $6.03K
17.7K $345K
VRSK
Verisk Analytics, Inc.

Industrials
256
+ 4.0%
$260.31 - $285.99 $66.6K - $73.2K
6.65K $1.78M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.3K
+ 8.85%
$23.58 - $25.5 $30.7K - $33.2K
16K $406K
DKNG
Draft Kings Inc.

Consumer Cyclical
356
+ 0.85%
$29.85 - $41.1 $10.6K - $14.6K
42.5K $1.66M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
856
+ 1.03%
$7.45 - $8.23 $6.38K - $7.04K
84.1K $678K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.77K
+ 2.85%
$22.94 - $23.16 $40.6K - $40.9K
63.7K $1.47M
TAP
Molson Coors Beverage CO

Consumer Defensive
232
+ 3.84%
$49.94 - $57.52 $11.6K - $13.3K
6.27K $360K
VMC
Vulcan Materials CO

Basic Materials
195
+ 5.74%
$231.83 - $274.51 $45.2K - $53.5K
3.59K $899K
NYF
Ishares New York Muni Bond ETF

ETFs
606
+ 2.99%
$53.13 - $54.36 $32.2K - $32.9K
20.9K $1.14M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
3K
+ 18.85%
$11.81 - $12.92 $35.4K - $38.7K
18.9K $244K
BBUS
J P Morgan Exchg Traded Fd

ETFs
314
+ 10.1%
$93.22 - $103.58 $29.3K - $32.5K
3.42K $354K
AOR
Ishares Tr Core Growth Allocat

ETFs
183
+ 1.37%
$55.15 - $59.31 $10.1K - $10.9K
13.5K $800K
DT
Dynatrace, Inc.

Technology
169
+ 3.66%
$40.49 - $53.47 $6.84K - $9.04K
4.79K $256K
GSL
Global Ship Lease, Inc.

Industrials
2.5K
+ 29.26%
$22.94 - $29.25 $57.4K - $73.1K
11K $294K
RACE
Ferrari N.V.

Consumer Cyclical
7
+ 0.96%
$405.92 - $496.79 $2.84K - $3.48K
734 $345K
DAL
Delta Air Lines, Inc.

Industrials
107
+ 0.81%
$37.32 - $51.8 $3.99K - $5.54K
13.2K $672K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
2.95K
+ 7.97%
$11.4 - $11.99 $33.6K - $35.3K
39.9K $474K
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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