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
QDPL
Pacer Fds Tr Metaurus Us Large
16K
+ 31.76%
$34.97 - $38.41 $560K - $615K
66.5K $2.52M
FLIN
Franklin Templeton ETF Tr

ETFs
15.5K
+ 140.3%
$39.24 - $42.42 $608K - $658K
26.6K $1.11M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16.5K
+ 34.93%
$31.05 - $34.29 $513K - $567K
63.8K $2.19M
EWJ
Ishares Msci Japan ETF

ETFs
8.25K
+ 41.01%
$63.12 - $72.99 $521K - $602K
28.4K $2.03M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
27.5K
+ 9.05%
$19.2 - $19.63 $529K - $540K
332K $6.49M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
13.8K
+ 8.44%
$47.43 - $47.88 $656K - $662K
178K $8.45M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
229
+ 15.38%
$1066.32 - $1355.99 $244K - $311K
1.72K $2.26M
GNRC
Generac Holdings Inc.

Industrials
1.32K
+ 8.1%
$133.16 - $159.78 $175K - $210K
17.6K $2.79M
INDA
Ishares Msci India Index Fund

ETFs
10.2K
+ 67.97%
$54.86 - $59.22 $560K - $604K
25.2K $1.48M
BBY
Best Buy CO Inc

Consumer Cyclical
3.21K
+ 19.96%
$80.23 - $103.29 $257K - $331K
19.3K $1.99M
GBIL
Goldman Sachs Access Treasury

ETFs
6.05K
+ 17.5%
$99.7 - $100.3 $603K - $607K
40.6K $4.07M
TDIV
First Trust Nasdaq Technology

ETFs
2.45K
+ 2.71%
$70.51 - $81.07 $172K - $198K
92.5K $7.43M
CGXU
Capital Group Intl Focus Equit

ETFs
11.1K
+ 4.52%
$24.27 - $27.46 $270K - $306K
258K $6.95M
ALL
Allstate Corp

Financial Services
2.95K
+ 198.39%
$158.43 - $192.86 $468K - $569K
4.44K $841K
SYY
Sysco Corp

Consumer Defensive
2.94K
+ 5.28%
$69.16 - $78.98 $204K - $233K
58.7K $4.58M
VXF
Vanguard Extended Market ETF

ETFs
394
+ 1.0%
$163.98 - $182.92 $64.6K - $72.1K
39.8K $7.24M
FCX
Freeport Mcmoran Inc

Basic Materials
10.2K
+ 17.64%
$39.52 - $51.92 $404K - $530K
68.1K $3.4M
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.97K
+ 16.05%
$42.54 - $47.97 $424K - $478K
72.1K $3.43M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4.33K
+ 169.32%
$110.06 - $128.44 $476K - $556K
6.88K $875K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
9.54K
+ 126.32%
$50.99 - $57.81 $487K - $552K
17.1K $978K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
8.48K
+ 15.43%
$49.82 - $52.8 $422K - $448K
63.4K $3.34M
FNDF
Schwab Fundamental Intl Large

ETFs
14.9K
+ 214.67%
$33.67 - $37.71 $502K - $562K
21.9K $816K
REZ
Ishares Tr Residential And Mul

ETFs
5.82K
+ 127.83%
$76.42 - $91.19 $445K - $531K
10.4K $921K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
22.9K
+ 5.46%
$16.42 - $18.12 $375K - $414K
441K $7.96M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
27K
+ 52.77%
$19.2 - $19.82 $519K - $536K
78.3K $1.54M
BK
Bank Of New York Mellon Corp

Financial Services
330
+ 0.76%
$59.54 - $72.17 $19.6K - $23.8K
44K $3.16M
SSO
Proshares Ultra S&P 500

ETFs
5.64K
+ 124.77%
$73.92 - $90.17 $417K - $509K
10.2K $916K
SPG
Simon Property Group Inc

Real Estate
1.39K
+ 7.72%
$146.09 - $170.11 $202K - $236K
19.3K $3.27M
SPIB
Spdr Portfolio Intermediate Te

ETFs
13.3K
+ 16.39%
$32.36 - $33.78 $430K - $449K
94.4K $3.18M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.68K
+ 24.37%
$110.22 - $120.89 $405K - $445K
18.8K $2.26M
DMAR
First Tr Ex Tr Viii Cboe Vest
13.4K
+ 49.74%
$35.04 - $37.34 $469K - $500K
40.3K $1.51M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
9.43K
+ 11.39%
$39.37 - $41.68 $371K - $393K
92.2K $3.82M
CMI
Cummins Inc

Industrials
251
+ 2.62%
$266.63 - $326.4 $66.9K - $81.9K
9.82K $3.18M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
20K
+ 22.25%
$20.94 - $22.17 $419K - $444K
110K $2.42M
D
Dominion Energy, Inc

Utilities
2.16K
+ 4.82%
$48.01 - $58.53 $104K - $127K
47.1K $2.72M
OHI
Omega Healthcare Investors Inc

Real Estate
5.05K
+ 10.4%
$33.55 - $41.29 $170K - $209K
53.6K $2.18M
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.5K
+ 11.95%
$71.19 - $76.59 $320K - $345K
42.2K $3.23M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.83K
+ 3.62%
$79.58 - $91.64 $225K - $259K
80.9K $7.33M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3.12K
+ 53.07%
$80.44 - $110.41 $251K - $344K
8.99K $992K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.78K
+ 23.29%
$74.85 - $82.2 $357K - $393K
25.3K $2.05M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.74K
+ 14.08%
$76.07 - $83.33 $284K - $311K
30.3K $2.52M
TJX
Tjx Companies Inc

Consumer Cyclical
385
+ 0.64%
$107.93 - $120.23 $41.6K - $46.3K
60.2K $7.08M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
18.7K
+ 7.97%
$23.13 - $23.43 $433K - $438K
253K $5.93M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21.1K
+ 7.4%
$23.75 - $23.75 $501K - $501K
306K $7.28M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
8.95K
+ 42.6%
$38.22 - $43.47 $342K - $389K
30K $1.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
512
+ 0.84%
$113.45 - $126.18 $58.1K - $64.6K
61.1K $7.71M
IGRO
Ishares Tr International Divid

ETFs
4.8K
+ 28.92%
$66.7 - $75.25 $320K - $361K
21.4K $1.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.96K
+ 46.05%
$36.98 - $41.55 $368K - $414K
31.6K $1.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.05K
+ 2.56%
$22.38 - $23.66 $180K - $191K
322K $7.55M
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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