Atria Wealth Solutions, Inc. Incresed Positions in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
12.3K
+ 7.81%
$141.15 - $162.53 $1.73M - $2M
170K $24.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12.7K
+ 3.45%
$126.68 - $134.74 $1.61M - $1.71M
381K $48.6M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
13.2K
+ 159.83%
$108.6 - $115.42 $1.43M - $1.52M
21.4K $2.34M
IEFA
Ishares Tr

ETFs
66.5K
+ 15.7%
$70.06 - $77.43 $4.66M - $5.15M
490K $34.4M
KMI
Kinder Morgan, Inc.

Energy
18.1K
+ 10.84%
$22.59 - $28.54 $408K - $516K
185K $5.06M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21.8K
+ 5.31%
$65.67 - $69.79 $1.43M - $1.52M
431K $28.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
68.6K
+ 431.99%
$25.74 - $53.78 $1.77M - $3.69M
84.5K $2.18M
APP
App Lovin Corp

Technology
2.59K
+ 111.67%
$130.67 - $401.5 $339K - $1.04M
4.92K $1.59M
XLC
Select Sector Spdr Tr Communic

ETFs
11.6K
+ 44.9%
$89.66 - $102.16 $1.04M - $1.18M
37.3K $3.61M
MS
Morgan Stanley

Financial Services
2.32K
+ 5.03%
$104.42 - $134.99 $242K - $313K
48.4K $6.08M
BNDX
Vanguard Total International B

ETFs
51.7K
+ 5.03%
$48.91 - $50.61 $2.53M - $2.62M
1.08M $52.9M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
29K
+ 426.53%
$42.25 - $43.54 $1.22M - $1.26M
35.8K $1.53M
CTRA
Coterra Energy Inc.

Energy
47.9K
+ 486.24%
$22.71 - $27.63 $1.09M - $1.32M
57.7K $1.47M
BKNG
Booking Holdings Inc.

Consumer Cyclical
62
+ 5.08%
$4100.99 - $5300.34 $254K - $329K
1.28K $6.37M
IAT
Ishares Tr

ETFs
23.8K
+ 232.16%
$46.07 - $56.9 $1.1M - $1.35M
34K $1.71M
ALL
Allstate Corp

Financial Services
6.22K
+ 139.98%
$181.25 - $208.2 $1.13M - $1.29M
10.7K $2.05M
C
Citigroup Inc

Financial Services
2.36K
+ 1.76%
$61.31 - $72.5 $145K - $171K
137K $9.62M
IWR
Ishares Russell Mid Cap ETF

ETFs
13.5K
+ 20.92%
$87.25 - $95.52 $1.18M - $1.29M
77.9K $6.89M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
34.1K
+ 53.42%
$33.92 - $36.6 $1.16M - $1.25M
97.9K $3.39M
GM
General Motors CO

Consumer Cyclical
14.1K
+ 26.68%
$44.82 - $60.2 $632K - $849K
66.9K $3.57M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
52.6K
+ 29.61%
$34.13 - $37.35 $1.8M - $1.96M
230K $7.86M
GLDM
World Gold Trust

ETFs
22.8K
+ 23.62%
$50.76 - $55.23 $1.15M - $1.26M
119K $6.19M
TLT
Ishares Barclays 20+ Year Trea

ETFs
84.2K
+ 14.65%
$87.1 - $98.49 $7.33M - $8.29M
659K $57.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
67.3K
+ 289.25%
$25.33 - $51.16 $1.71M - $3.45M
90.6K $2.34M
VCV
Invesco California Value Municipal Income Trust

Financial Services
103K
+ 67.72%
$10.06 - $10.97 $1.04M - $1.13M
255K $2.79M
IBM
International Business Machines Corp

Technology
5.58K
+ 7.45%
$204.9 - $238.04 $1.14M - $1.33M
80.5K $17.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
8.01K
+ 27.39%
$160.89 - $176.18 $1.29M - $1.41M
37.3K $6.03M
BX
Blackstone Inc.

Financial Services
1.18K
+ 2.48%
$148.45 - $199.05 $175K - $234K
48.6K $8.39M
LVHI
Franklin International Low Vol

ETFs
39.2K
+ 24.06%
$29.98 - $31.57 $1.17M - $1.24M
202K $6.16M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.61K
+ 15.03%
$47.29 - $84.74 $218K - $391K
35.3K $2.63M
CLX
Clorox CO

Consumer Defensive
6.6K
+ 24.59%
$156.51 - $169.74 $1.03M - $1.12M
33.5K $5.43M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
94.5K
+ 499.82%
$11.48 - $12.95 $1.08M - $1.22M
113K $1.3M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
13.4K
+ 175.22%
$73.49 - $86.09 $985K - $1.15M
21.1K $1.62M
IAU
Ishares Gold Trust

ETFs
22.6K
+ 6.09%
$48.37 - $52.65 $1.09M - $1.19M
395K $19.5M
MCD
Mcdonalds Corp

Consumer Cyclical
6.09K
+ 12.35%
$288.47 - $316.54 $1.76M - $1.93M
55.4K $16.1M
KKR
Kkr & Co. Inc.

Financial Services
64
+ 0.11%
$129.87 - $162.87 $8.31K - $10.4K
59.6K $8.82M
IDEV
Ishares Core Msci Intl Develop

ETFs
18.4K
+ 78.27%
$64.18 - $70.42 $1.18M - $1.3M
42K $2.7M
ETR
Entergy Corp

Utilities
14.8K
+ 883.61%
$73.19 - $156.4 $1.09M - $2.32M
16.5K $1.25M
TFC
Truist Financial Corp

Financial Services
23.2K
+ 76.66%
$41.51 - $48.1 $963K - $1.12M
53.5K $2.32M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
14.2K
+ 34.52%
$55.58 - $62.6 $790K - $890K
55.4K $3.33M
ICSH
Blackrock Ultra Short Term Bon

ETFs
19.7K
+ 417.6%
$50.35 - $50.69 $990K - $997K
24.4K $1.23M
ETN
Eaton Corp PLC

Industrials
2.96K
+ 24.29%
$326.96 - $377.52 $966K - $1.12M
15.1K $5.02M
CGCP
Capital Group Core Plus Income

ETFs
50.9K
+ 31.64%
$22.13 - $23.17 $1.13M - $1.18M
212K $4.7M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
27.1K
+ 17.35%
$31.55 - $32.84 $856K - $890K
183K $5.94M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
15.4K
+ 343.95%
N/A
19.8K $1.24M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14.7K
+ 212.27%
$61.52 - $66.5 $903K - $976K
21.6K $1.38M
VXF
Vanguard Extended Market ETF

ETFs
3.25K
+ 8.18%
$179.17 - $207.15 $583K - $674K
43K $8.18M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
19.3K
+ 10.88%
$47.5 - $47.86 $919K - $926K
197K $9.37M
CGGO
Capital Group Global Growth Eq

ETFs
35.3K
+ 31.98%
$29.21 - $30.67 $1.03M - $1.08M
146K $4.26M
Activity Summary
Buys All Purchases 1036 New Holdings 206 Increased Positions 830 Sells All Sells 796 Reductions 796 Sold out 0 Options Calls 22 Puts 5
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