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
TRV
Travelers Companies, Inc.

Financial Services
357
+ 2.11%
$225.97 - $266.66 $80.7K - $95.2K
17.3K $4.16M
HRL
Hormel Foods Corp

Consumer Defensive
7.38K
+ 6.84%
$29.21 - $33.55 $215K - $247K
115K $3.62M
FYT
First Trust Small Cap

ETFs
3.75K
+ 21.55%
$53.73 - $60.73 $201K - $228K
21.1K $1.16M
XLRE
Select Sector Spdr Tr Real Est

ETFs
11.1K
+ 17.29%
$40.06 - $45.21 $444K - $501K
75.1K $3.06M
HBAN
Huntington Bancshares Inc

Financial Services
10.4K
+ 69.04%
$14.18 - $18.2 $147K - $189K
25.4K $413K
DLY
Double Line Yield Opportunities Fund

N/A
15K
+ 23.85%
$15.64 - $16.56 $235K - $249K
78.1K $1.24M
SE
Sea LTD

Consumer Cyclical
1.49K
+ 59.25%
$93.56 - $117.41 $140K - $175K
4.01K $425K
ABT
Abbott Laboratories

Healthcare
2.26K
+ 3.01%
$111.93 - $119.39 $253K - $270K
77.4K $8.75M
IWS
Ishares Russell Midcap Value E

ETFs
2.1K
+ 7.13%
$128.08 - $140.32 $268K - $294K
31.5K $4.07M
FQAL
Fidelity Covington Tr Quality

ETFs
2.71K
+ 17.68%
$64.43 - $68.47 $175K - $186K
18.1K $1.18M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.3K
+ 6.42%
$185.87 - $204.12 $242K - $265K
21.5K $4.06M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
6.85K
+ 55.08%
$36.36 - $43.93 $249K - $301K
19.3K $700K
CMA
Comerica Inc

Financial Services
2.81K
+ 67.27%
$57.88 - $72.73 $163K - $204K
6.99K $432K
SYLD
Cambria Shareholder Yld ETF

ETFs
2.91K
+ 63.35%
$68.06 - $76.27 $198K - $222K
7.51K $513K
ILCB
Ishares Morningstar U.S. Equit

ETFs
1.57K
+ 5.8%
$78.43 - $84.56 $123K - $133K
28.7K $2.33M
ROK
Rockwell Automation, Inc

Industrials
45
+ 0.47%
$264.65 - $302.92 $11.9K - $13.6K
9.69K $2.77M
DOV
Dover Corp

Industrials
1.15K
+ 12.9%
$184.72 - $206.51 $212K - $237K
10K $1.88M
USTB
Victory Portfolios Ii Victorys

ETFs
4.07K
+ 8.64%
$50.06 - $50.85 $204K - $207K
51.1K $2.57M
PEG
Public Service Enterprise Group Inc

Utilities
2.96K
+ 16.91%
$81.87 - $94.51 $243K - $280K
20.5K $1.73M
OHI
Omega Healthcare Investors Inc

Real Estate
8.42K
+ 15.69%
$37.51 - $42.56 $316K - $358K
62.1K $2.35M
WDAY
Workday, Inc.

Technology
520
+ 22.56%
$233.85 - $279.91 $122K - $146K
2.83K $728K
CME
Cme Group Inc.

Financial Services
524
+ 13.83%
$221.17 - $246.02 $116K - $129K
4.31K $1M
DAL
Delta Air Lines, Inc.

Industrials
583
+ 4.4%
$47.46 - $65.77 $27.7K - $38.3K
13.8K $836K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.06K
+ 52.37%
$81.34 - $96.75 $168K - $200K
6.01K $488K
FDM
First Trust Dow Jones Select M

ETFs
1.31K
+ 7.73%
$62.59 - $73.1 $81.9K - $95.7K
18.2K $1.24M
DRI
Darden Restaurants Inc

Consumer Cyclical
455
+ 14.2%
$155.96 - $188.66 $71K - $85.8K
3.66K $683K
IBHE
Ishares Ibonds 2025 Term High

ETFs
7.4K
+ 5.14%
$23.08 - $23.28 $171K - $172K
151K $3.51M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
3.02K
+ 13.94%
$47.07 - $48.75 $142K - $147K
24.7K $1.18M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
4.05K
+ 25.49%
$43.6 - $47.2 $177K - $191K
19.9K $871K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.82K
+ 24.07%
$89.81 - $104.0 $253K - $293K
14.5K $1.31M
MMM
3 M CO

Industrials
2.95K
+ 9.51%
$124.74 - $137.12 $368K - $405K
34K $4.38M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
173
+ 0.31%
$111.85 - $120.71 $19.4K - $20.9K
55.2K $6.36M
PSEC
Prospect Capital Corp

Financial Services
38.9K
+ 158.52%
$4.16 - $5.34 $162K - $208K
63.5K $273K
MBLY
Mobileye Global Inc.
3.3K
+ 26.99%
$12.07 - $20.07 $39.8K - $66.2K
15.5K $308K
ABNB
Airbnb, Inc.

Consumer Cyclical
546
+ 3.59%
$125.36 - $147.37 $68.4K - $80.5K
15.8K $2.07M
XLP
Consumer Staples Sector Spdr

ETFs
1.85K
+ 1.43%
N/A
132K $10M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
798
+ 31.82%
$159.11 - $178.39 $127K - $142K
3.31K $543K
PK
Park Hotels & Resorts Inc.

Real Estate
10K
+ 58.82%
$13.68 - $15.82 $137K - $158K
27K $379K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.12K
+ 36.25%
$118.0 - $127.04 $132K - $142K
4.21K $511K
UPS
United Parcel Service Inc

Industrials
4.3K
+ 10.81%
$122.65 - $138.35 $527K - $595K
44.1K $5.56M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
951
+ 37.15%
$87.56 - $119.8 $83.3K - $114K
3.51K $385K
NUSC
Nuveen Esg Small Cap ETF

ETFs
3.87K
+ 13.41%
$41.74 - $46.2 $161K - $179K
32.7K $1.37M
AVLV
American Centy ETF Tr Avantis
1.88K
+ 32.82%
$65.51 - $71.22 $123K - $134K
7.6K $507K
XLU
Utilities Sector Spdr

ETFs
13.5K
+ 7.71%
$74.89 - $82.93 $1.01M - $1.12M
189K $14.3M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
5.22K
+ 75.87%
$34.66 - $42.95 $181K - $224K
12.1K $427K
FGRO
Fidelity Covington Tr

ETFs
5.74K
+ 4.06%
N/A
147K $3.3M
XDSQ
Innovator Etfs Tr Us Equity Ac
2.34K
+ 7.47%
$34.76 - $37.22 $81.2K - $86.9K
33.6K $1.22M
JBBB
Janus Detroit Str Tr Henderson

ETFs
2.43K
+ 7.53%
$48.59 - $49.45 $118K - $120K
34.7K $1.71M
MRSK
Toews Agility Shares Managed R

Technology
3.69K
+ 55.05%
$32.13 - $34.12 $119K - $126K
10.4K $343K
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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