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
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
11.2K
+ 8.65%
$51.33 - $53.74 $577K - $604K
141K $7.27M
CYBR
Cyber Ark Software Ltd.

Technology
641
+ 34.84%
$274.1 - $333.15 $176K - $214K
2.48K $826K
TM
Toyota Motor Corp

Consumer Cyclical
1.39K
+ 119.21%
$169.2 - $199.52 $235K - $277K
2.56K $497K
CASY
Caseys General Stores Inc

Consumer Cyclical
276
+ 3.24%
$366.65 - $427.88 $101K - $118K
8.8K $3.49M
GTO
Invesco Actively Managed ETF T

ETFs
6.67K
+ 55.11%
$46.33 - $48.41 $309K - $323K
18.8K $870K
SIXJ
Aim ETF Prods Tr Allianzim U S
4.05K
+ 2.62%
$29.24 - $30.42 $119K - $123K
159K $4.84M
MLM
Martin Marietta Materials Inc

Basic Materials
675
+ 22.1%
$516.5 - $619.58 $349K - $418K
3.73K $1.93M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
23.3K
+ 44.67%
$12.74 - $14.23 $297K - $331K
75.4K $979K
HUSA
Houston American Energy Corp

Energy
189K
+ 346.58%
$1.17 - $1.69 $221K - $320K
244K $334K
FDMO
Fidelity Covington Tr Momentum

ETFs
3.18K
+ 21.84%
$65.49 - $73.33 $208K - $233K
17.7K $1.24M
CMI
Cummins Inc

Industrials
70
+ 0.71%
$324.93 - $383.42 $22.7K - $26.8K
9.89K $3.45M
NRG
Nrg Energy, Inc.

Utilities
3.08K
+ 32.48%
$85.3 - $101.61 $263K - $313K
12.6K $1.13M
CFG
Citizens Financial Group Inc

Financial Services
5.78K
+ 109.6%
$39.92 - $48.46 $231K - $280K
11.1K $483K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.43K
+ 71.01%
$102.46 - $110.17 $249K - $268K
5.85K $619K
TOL
Toll Brothers, Inc.

Consumer Cyclical
3.16K
+ 66.11%
$123.8 - $167.8 $392K - $531K
7.95K $1M
SPMD
Spdr Portfolio

ETFs
4.75K
+ 43.77%
$54.13 - $59.56 $257K - $283K
15.6K $853K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
1.61K
+ 40.77%
$109.13 - $130.93 $175K - $210K
5.55K $692K
AME
Ametek Inc

Industrials
1.23K
+ 31.67%
$165.89 - $197.38 $205K - $244K
5.13K $924K
FTSD
Franklin ETF Tr Liberty Short

ETFs
2.95K
+ 27.8%
$89.95 - $90.89 $265K - $268K
13.6K $1.22M
XPO
Xpo Logistics, Inc.

Industrials
1.33K
+ 40.19%
$105.35 - $158.2 $140K - $210K
4.63K $607K
HSY
Hershey CO

Consumer Defensive
4.49K
+ 19.67%
$168.67 - $193.65 $758K - $870K
27.3K $4.63M
CELH
Celsius Holdings, Inc.

Consumer Defensive
11.5K
+ 102.06%
$25.66 - $34.91 $296K - $402K
22.8K $601K
PFM
Invesco Exchange Traded Fd Tr

ETFs
8.76K
+ 3.91%
$45.72 - $48.2 $400K - $422K
233K $10.7M
NDAQ
Nasdaq, Inc.

Financial Services
2.94K
+ 94.89%
$70.87 - $83.05 $208K - $244K
6.03K $466K
AIQ
Global X Funds Global X Artifi

ETFs
1.73K
+ 1.47%
$36.57 - $40.57 $63.3K - $70.2K
119K $4.6M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
4K
+ 22.17%
$63.01 - $68.55 $252K - $274K
22K $1.39M
TTD
Trade Desk, Inc.

Technology
243
+ 0.92%
$108.7 - $139.51 $26.4K - $33.9K
26.7K $3.14M
FISV
Fiserv Inc

Technology
1.89K
+ 10.37%
N/A
20.2K $2.52M
ARKG
Ark Genomic Revolution ETF (De

ETFs
10.8K
+ 121.11%
$22.66 - $27.11 $246K - $294K
19.8K $466K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
7.59K
+ 32.9%
$28.48 - $29.56 $216K - $224K
30.7K $898K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.69K
+ 8.49%
$69.3 - $74.3 $186K - $200K
34.3K $2.45M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
651
+ 7.25%
$110.69 - $154.48 $72.1K - $101K
9.64K $1.22M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.45K
+ 30.12%
$104.01 - $115.38 $255K - $282K
10.6K $1.12M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
804
+ 9.24%
$180.39 - $205.43 $145K - $165K
9.51K $1.8M
HAL
Halliburton CO

Energy
8.87K
+ 77.19%
$25.77 - $31.99 $229K - $284K
20.4K $553K
CHKP
Check Point Software Technologies LTD

Technology
1.25K
+ 42.79%
$170.18 - $209.01 $212K - $261K
4.16K $776K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6.58K
+ 40.88%
$40.41 - $45.12 $266K - $297K
22.7K $918K
HRB
H&R Block Inc

Consumer Cyclical
6.54K
+ 51.54%
$52.14 - $63.36 $341K - $415K
19.2K $1.02M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.16K
+ 29.19%
$33.7 - $37.69 $208K - $232K
27.3K $937K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.75K
+ 29.75%
$54.54 - $61.04 $204K - $229K
16.3K $909K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.69K
+ 1.75%
$100.16 - $100.7 $269K - $271K
156K $15.7M
PSTG
Pure Storage, Inc.

Technology
258
+ 1.51%
$48.19 - $66.6 $12.4K - $17.2K
17.4K $1.07M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.23K
+ 27.47%
$53.86 - $60.27 $389K - $435K
33.5K $1.81M
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.8K
+ 7.84%
$36.5 - $53.22 $65.7K - $95.7K
24.7K $1.07M
PNR
Pentair PLC

Industrials
1.99K
+ 91.77%
$95.0 - $109.21 $189K - $217K
4.15K $417K
IHDG
Wisdomtree Tr

ETFs
6.14K
+ 22.63%
$43.38 - $46.0 $266K - $282K
33.3K $1.45M
SNSR
Global X Fds Internet Of Thing

ETFs
5.82K
+ 96.23%
$34.03 - $36.88 $198K - $215K
11.9K $414K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
3.9K
+ 80.31%
$50.07 - $52.35 $195K - $204K
8.75K $449K
PML
Pimco Municipal Income Fund Ii

Financial Services
31.7K
+ 76.64%
$8.02 - $9.52 $254K - $301K
73K $590K
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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