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
SWK
Stanley Black & Decker, Inc.

Industrials
703
+ 7.84%
$76.43 - $90.41 $53.7K - $63.6K
9.67K $743K
PRI
Primerica, Inc.

Financial Services
29
+ 2.53%
$271.41 - $296.43 $7.87K - $8.6K
1.18K $334K
HYMU
Blackrock ETF Tr Ii High Yield
760
+ 3.52%
$22.43 - $23.19 $17K - $17.6K
22.3K $512K
FYC
First Trust Small Cap Growth A

ETFs
706
+ 22.78%
$68.13 - $80.57 $48.1K - $56.9K
3.81K $261K
CPB
Campbell Soup CO

Consumer Defensive
866
+ 13.08%
$37.29 - $42.04 $32.3K - $36.4K
7.49K $298K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
363
+ 20.18%
$101.13 - $119.79 $36.7K - $43.5K
2.16K $223K
NHI
National Health Investors Inc

Real Estate
37
+ 0.93%
$65.79 - $76.06 $2.43K - $2.81K
4.02K $296K
NANR
Spdr Index Shs Fds S&P North A

ETFs
17
+ 0.39%
$51.78 - $56.0 $880 - $952
4.33K $240K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
538
+ 2.49%
$36.63 - $37.45 $19.7K - $20.1K
22.1K $814K
ALLE
Allegion PLC

Industrials
154
+ 5.56%
$123.79 - $135.5 $19.1K - $20.9K
2.92K $381K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
379
+ 0.72%
$13.34 - $13.81 $5.06K - $5.23K
53.1K $724K
PEAK
Healthpeak Properties, Inc.

Real Estate
901
+ 1.34%
N/A
68.2K $1.29M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
1.41K
+ 12.62%
$10.44 - $10.89 $14.7K - $15.4K
12.6K $132K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.21K
+ 11.66%
$77.67 - $90.15 $94.2K - $109K
11.6K $908K
HYDB
Ishares Tr Edge High Yield Def

ETFs
259
+ 0.64%
$46.82 - $47.8 $12.1K - $12.4K
40.9K $1.93M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
677
+ 2.57%
$23.87 - $24.35 $16.2K - $16.5K
27K $646K
DELL
Dell Technologies Inc.

Technology
3.97K
+ 27.58%
$90.34 - $124.66 $359K - $495K
18.4K $1.67M
IXP
Ishares Global Comm Services E

ETFs
142
+ 6.41%
$95.48 - $106.93 $13.6K - $15.2K
2.36K $228K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
544
+ 5.7%
$42.86 - $45.92 $23.3K - $25K
10.1K $438K
APA
Apa Corp

Energy
5.15K
+ 11.39%
$18.54 - $25.45 $95.4K - $131K
50.3K $1.06M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
514
+ 4.05%
$26.56 - $28.74 $13.7K - $14.8K
13.2K $359K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
272
+ 6.67%
$89.89 - $100.28 $24.5K - $27.3K
4.35K $400K
FCO
Aberdeen Global Income Fund Inc

Financial Services
1.01K
+ 3.97%
$5.79 - $6.28 $5.85K - $6.34K
26.5K $159K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
38
+ 1.01%
$123.11 - $130.57 $4.68K - $4.96K
3.79K $480K
KIO
Kkr Income Opportunities Fund

Financial Services
1.97K
+ 14.71%
$12.16 - $13.6 $23.9K - $26.7K
15.3K $188K
HYGV
Flexshares Tr High Yield Value

ETFs
359
+ 2.23%
$40.21 - $41.29 $14.4K - $14.8K
16.5K $664K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
60
+ 0.58%
$7.15 - $8.48 $429 - $509
10.5K $84K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
120
+ 1.31%
$50.72 - $50.92 $6.09K - $6.11K
9.25K $470K
MDIV
First Trust Multi Asset Divers

ETFs
125
+ 0.47%
$16.02 - $16.68 $2K - $2.09K
26.5K $433K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
539
+ 2.64%
$14.31 - $14.8 $7.71K - $7.98K
21K $302K
DX
Dynex Capital Inc

Real Estate
43
+ 0.29%
$12.18 - $14.42 $524 - $620
15.1K $195K
HTAB
Hartford Fds Exchange Traded

ETFs
594
+ 2.03%
$18.95 - $19.6 $11.3K - $11.6K
29.8K $572K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
2.93K
+ 18.92%
$17.74 - $22.07 $52K - $64.7K
18.4K $327K
PHK
Pimco High Income Fund

Financial Services
444
+ 0.55%
$4.85 - $4.98 $2.15K - $2.21K
81.5K $398K
PCQ
Pimco California Municipal Income Fund

Financial Services
760
+ 5.69%
$8.76 - $9.34 $6.66K - $7.1K
14.1K $124K
HISF
First Tr Exc Traded Fd Iv High

ETFs
21
+ 0.35%
$43.37 - $44.57 $911 - $936
6.07K $268K
VSMV
Victoryshares Us Multifactor M

ETFs
18
+ 0.21%
$46.86 - $49.75 $843 - $896
8.6K $416K
JBL
Jabil Inc

Technology
468
+ 6.07%
$130.51 - $173.33 $61.1K - $81.1K
8.17K $1.11M
IYG
Ishares Tr

ETFs
1
+ 0.03%
$74.6 - $84.81 $74.6 - $84.8
3.18K $250K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
300
+ 2.85%
$51.3 - $56.76 $15.4K - $17K
10.8K $574K
MTD
Mettler Toledo International Inc

Healthcare
23
+ 4.0%
$1177.09 - $1390.0 $27.1K - $32K
598 $706K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
205
+ 2.13%
$23.58 - $24.02 $4.83K - $4.92K
9.85K $232K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
162
+ 3.02%
$46.71 - $52.3 $7.57K - $8.47K
5.53K $265K
BFB
Brown Forman Corp Cl B
4.6K
+ 24.08%
N/A
23.7K $0
SDCI
Uscf ETF Tr Summerhaven Dynami
69
+ 0.61%
N/A
11.4K $0
Capital Group Core Balanced
56.3K
+ 61.62%
N/A
148K $0
Wisdomtree Tr
2.48K
+ 52.69%
N/A
7.18K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
5.64K
+ 81.52%
N/A
12.6K $0
Rb Global Inc
2.67K
+ 75.92%
N/A
6.19K $0
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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