Atria Wealth Solutions, Inc. Incresed Positions in Q2 2025

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLW
Invesco 1 30 Laddered Treasury

ETFs
6.97K
+ 28.18%
N/A
31.7K $0
Aeluma Inc
500
+ 3.07%
N/A
16.8K $0
Aim ETF Products Trust
223
+ 0.39%
N/A
57.2K $0
Aim ETF Products Trust
750
+ 2.6%
N/A
29.6K $0
Innovator Etfs Trust
3.97K
+ 42.21%
N/A
13.4K $0
Txo Partners LP
3K
+ 25.0%
N/A
15K $0
Aim ETF Products Trust
687
+ 0.93%
N/A
74.4K $0
Aim ETF Products Trust
20.4K
+ 51.61%
N/A
59.8K $0
Aim ETF Products Trust
12.6K
+ 99.09%
N/A
25.3K $0
Aim ETF Products Trust
9.13K
+ 49.08%
N/A
27.7K $0
T Rowe Price ETF Inc
49.6K
+ 15.04%
N/A
379K $0
Hartford Fds Exchange Traded
258
+ 1.93%
N/A
13.6K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
5.99K
+ 8.26%
N/A
78.6K $0
Cava Group Inc
4.02K
+ 137.43%
N/A
6.95K $0
Celestica Inc
2.6K
+ 63.78%
N/A
6.67K $0
UTES
Virtus Reaves Utilities ETF
11.2K
+ 21.66%
N/A
63K $0
Dimensional ETF Trust
137
+ 2.69%
N/A
5.23K $0
Fidelity Covington Trust
57.5K
+ 49.92%
N/A
173K $0
Capital Group New Geography
7.48K
+ 7.55%
N/A
107K $0
Capital Group Conservative E
17.4K
+ 7.31%
N/A
256K $0
Fidelity Covington Trust
45.9K
+ 52.39%
N/A
134K $0
BFB
Brown Forman Corp Cl B
450
+ 1.9%
N/A
24.1K $0
Rbb Fd Inc
1.13K
+ 12.96%
N/A
9.87K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
8.7K
+ 69.23%
N/A
21.3K $0
Innovator Etfs Trust
3.84K
+ 26.0%
N/A
18.6K $0
Corpay Inc
31
+ 4.67%
N/A
695 $0
Listed Fds Tr
49.6K
+ 72.01%
N/A
118K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
3.63K
+ 25.81%
N/A
17.7K $0
Blackrock ETF Trust
206K
+ 459.98%
N/A
251K $0
Maplebear Inc
590
+ 2.91%
N/A
20.8K $0
Oaktree Specialty Lending CO
4.33K
+ 22.97%
N/A
23.2K $0
HTAB
Hartford Fds Exchange Traded

ETFs
668
+ 2.24%
$18.44 - $19.31 $12.3K - $12.9K
30.5K $570K
IYR
Ishares Tr

ETFs
25
+ 0.56%
$84.48 - $96.25 $2.11K - $2.41K
4.48K $424K
AVB
Avalonbay Communities Inc

Real Estate
48
+ 4.54%
$187.23 - $215.61 $8.99K - $10.3K
1.11K $224K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
104
+ 0.49%
$18.94 - $21.67 $1.97K - $2.25K
21.5K $455K
CHH
Choice Hotels International Inc

Consumer Cyclical
124
+ 3.44%
$117.49 - $134.0 $14.6K - $16.6K
3.72K $472K
CDXC
Chroma Dex Corp.

Healthcare
100
+ 0.92%
$5.42 - $7.08 $542 - $708
11K $67K
WHF
White Horse Finance, Inc.

Financial Services
280
+ 1.89%
$8.67 - $9.84 $2.43K - $2.76K
15.1K $131K
MDIV
First Trust Multi Asset Divers

ETFs
117
+ 0.44%
$14.96 - $16.41 $1.75K - $1.92K
26.6K $420K
LVHD
Franklin U.S. Low Volatility H

ETFs
10
+ 0.08%
$37.37 - $40.85 $374 - $409
12.5K $497K
CNC
Centene Corp

Healthcare
263
+ 4.34%
$53.4 - $64.29 $14K - $16.9K
6.33K $343K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
300
+ 2.46%
$23.94 - $30.54 $7.18K - $9.16K
12.5K $339K
HAL
Halliburton CO

Energy
630
+ 5.87%
$19.26 - $25.7 $12.1K - $16.2K
11.4K $231K
MCI
Barings Corporate Investors

Financial Services
895
+ 1.48%
$18.92 - $22.71 $16.9K - $20.3K
61.4K $1.33M
WSO
Watsco Inc

Industrials
35
+ 2.18%
$421.84 - $520.66 $14.8K - $18.2K
1.64K $723K
PCAR
Paccar Inc

Industrials
218
+ 0.35%
$86.4 - $99.09 $18.8K - $21.6K
63.1K $5.99M
FAST
Fastenal CO

Industrials
4.98K
+ 33.0%
$40.65 - $83.16 $202K - $414K
20.1K $842K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
18K
+ 817.79%
$87.84 - $1441.89 $1.58M - $26M
20.2K $1.82M
Activity Summary
Buys All Purchases 368 New Holdings 119 Increased Positions 249 Sells All Sells 1031 Reductions 1031 Sold out 0 Options Calls 0 Puts 1
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