Atria Wealth Solutions, Inc. Incresed Positions in Q1 2025

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
406
+ 2.36%
$73.11 - $77.43 $29.7K - $31.4K
17.6K $1.33M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
4.5K
+ 38.27%
$11.85 - $13.1 $53.4K - $59K
16.3K $197K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
3.72K
+ 10.65%
N/A
38.6K $475K
FTI
Technip Fmc PLC

Energy
51
+ 0.32%
$25.3 - $32.57 $1.29K - $1.66K
16.2K $512K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
442
+ 1.72%
$42.18 - $45.16 $18.6K - $20K
26.2K $1.16M
TV
Grupo Televisa, S.A.B.

Communication Services
24.5K
+ 100.0%
$1.68 - $2.17 $41.2K - $53.2K
49K $85K
FLMI
Franklin Dynamic Municipal Bon

ETFs
1.8K
+ 18.03%
$24.22 - $24.86 $43.6K - $44.8K
11.8K $288K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
1.63K
+ 7.34%
$55.58 - $62.24 $90.4K - $101K
23.8K $1.34M
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
854
+ 6.4%
$39.59 - $40.95 $33.8K - $35K
14.2K $575K
PNNT
Pennantpark Investment Corp

Financial Services
6.21K
+ 32.1%
$6.78 - $7.27 $42.1K - $45.1K
25.5K $179K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.09K
+ 19.29%
$38.02 - $39.4 $41.3K - $42.8K
6.72K $258K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
371
+ 4.61%
$45.62 - $51.12 $16.9K - $19K
8.43K $428K
AMZA
Etfis Ser Tr I

ETFs
251
+ 4.21%
$43.54 - $48.7 $10.9K - $12.2K
6.21K $294K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
1.8K
+ 8.03%
$14.39 - $15.91 $25.9K - $28.6K
24.2K $371K
ARB
Altshares Tr Merger Arbitrage

Industrials
1.21K
+ 14.36%
$27.6 - $28.24 $33.5K - $34.3K
9.66K $272K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
3.3K
+ 23.92%
$21.56 - $25.08 $71.2K - $82.8K
17.1K $369K
ORI
Old Republic International Corp

Financial Services
314
+ 3.6%
$33.46 - $39.22 $10.5K - $12.3K
9.05K $354K
JRS
Nuveen Real Estate Income Fund

Financial Services
5.6K
+ 26.27%
$8.09 - $8.88 $45.3K - $49.7K
26.9K $221K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
5.6K
+ 8.6%
$9.49 - $9.97 $53.1K - $55.8K
70.7K $676K
USAC
Usa Compression Partners, LP

Energy
83
+ 0.82%
$23.75 - $29.24 $1.97K - $2.43K
10.2K $274K
WES
Western Midstream Partners, LP

Energy
411
+ 5.04%
$37.87 - $42.89 $15.6K - $17.6K
8.56K $350K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
12K
+ 100.0%
$2.51 - $3.16 $30.1K - $37.9K
24K $72K
EXK
Endeavour Silver Corp

Basic Materials
5.12K
+ 23.93%
$3.37 - $4.92 $17.2K - $25.2K
26.5K $113K
ENFR
Alerian Energy Infrastructure

ETFs
119
+ 0.64%
$30.27 - $34.12 $3.6K - $4.06K
18.7K $611K
IYK
Ishares U.S. Consumer Staples

ETFs
1
+ 0.02%
$63.29 - $71.8 $63.3 - $71.8
5.48K $392K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
371
+ 7.65%
$46.55 - $51.16 $17.3K - $19K
5.22K $258K
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
135
+ 1.12%
$48.95 - $52.36 $6.61K - $7.07K
12.2K $629K
EGY
Vaalco Energy Inc

Energy
10K
+ 100.0%
$3.71 - $4.74 $37.1K - $47.4K
20K $75K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.06K
+ 5.19%
$20.2 - $22.24 $21.3K - $23.5K
21.4K $460K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
1.05K
+ 12.21%
$25.39 - $26.03 $26.6K - $27.2K
9.61K $249K
DIV
Global X Superdividend Us ETF

ETFs
1.74K
+ 13.55%
N/A
14.6K $251K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
491
+ 0.84%
$49.42 - $50.43 $24.3K - $24.8K
58.7K $2.94M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
126
+ 1.98%
$78.97 - $85.82 $9.95K - $10.8K
6.49K $537K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
371
+ 2.09%
$20.29 - $22.36 $7.53K - $8.3K
18.1K $400K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
3K
+ 25.0%
$10.17 - $10.76 $30.5K - $32.3K
15K $154K
USCI
United States Commodity Index Funds Trust

ETFs
81
+ 2.13%
$66.48 - $72.3 $5.38K - $5.86K
3.88K $279K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.15K
+ 1.35%
$169.43 - $182.84 $195K - $210K
86.7K $15M
RS
Reliance Steel & Aluminum CO

Basic Materials
8
+ 0.61%
$266.61 - $302.66 $2.13K - $2.42K
1.33K $383K
BWX
Spdr Bloomberg International T

ETFs
139
+ 0.28%
$20.94 - $22.04 $2.91K - $3.06K
50.4K $1.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.87K
+ 5.28%
$302.31 - $337.54 $566K - $632K
37.4K $11.5M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
461
+ 8.48%
$47.59 - $48.35 $21.9K - $22.3K
5.9K $285K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.82K
+ 10.65%
$80.73 - $94.96 $147K - $173K
18.9K $1.57M
APPS
Digital Turbine, Inc.

Technology
306
+ 1.23%
$1.7 - $6.52 $520 - $2K
25.2K $68K
GVI
Ishares Tr

ETFs
127
+ 1.95%
$103.49 - $106.02 $13.1K - $13.5K
6.63K $703K
IYR
Ishares Tr

ETFs
139
+ 3.22%
$89.49 - $98.98 $12.4K - $13.8K
4.45K $426K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
846
+ 15.79%
$60.91 - $71.4 $51.5K - $60.4K
6.2K $385K
CLOI
Vaneck ETF Tr

ETFs
444
+ 4.09%
$52.68 - $53.16 $23.4K - $23.6K
11.3K $596K
OSK
Oshkosh Corp

Industrials
295
+ 8.61%
$89.56 - $116.4 $26.4K - $34.3K
3.72K $349K
ICLR
Icon PLC

Healthcare
351
+ 32.71%
$174.99 - $222.58 $61.4K - $78.1K
1.42K $249K
Activity Summary
Buys All Purchases 789 New Holdings 156 Increased Positions 633 Sells All Sells 971 Reductions 971 Sold out 0 Options Calls 4 Puts 5
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