Atria Wealth Solutions, Inc. New Holdings in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
42.6K
New
$62.09 - $82.32 $2.65M - $3.51M
42.6K $2.85M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
114K
New
$22.21 - $24.22 $2.52M - $2.75M
114K $2.53M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
65K
New
$35.84 - $41.12 $2.33M - $2.67M
65K $2.51M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
71.9K
New
$32.51 - $34.98 $2.34M - $2.52M
71.9K $2.38M
HYDB
Ishares Tr Edge High Yield Def

ETFs
40.6K
New
$46.68 - $47.95 $1.9M - $1.95M
40.6K $1.91M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
77.4K
New
$23.7 - $24.34 $1.83M - $1.88M
77.4K $1.85M
VST
Vistra Corp.

Utilities
13.1K
New
$115.74 - $166.61 $1.52M - $2.18M
13.1K $1.81M
OGE
Oge Energy Corp.

Utilities
40.7K
New
$39.65 - $44.08 $1.61M - $1.79M
40.7K $1.68M
AES
Aes Corp

Utilities
117K
New
$12.44 - $20.24 $1.45M - $2.36M
117K $1.5M
EMN
Eastman Chemical CO

Basic Materials
15.4K
New
$90.03 - $110.64 $1.39M - $1.71M
15.4K $1.41M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
34.7K
New
$34.1 - $36.82 $1.18M - $1.28M
34.7K $1.21M
JBL
Jabil Inc

Technology
7.7K
New
$118.97 - $147.77 $917K - $1.14M
7.7K $1.11M
DFAX
Dimensional ETF Tr
42.1K
New
$24.76 - $27.04 $1.04M - $1.14M
42.1K $1.05M
FXO
First Tr Exchange Traded Fd Fi

ETFs
19.3K
New
$50.63 - $59.0 $975K - $1.14M
19.3K $1.04M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
49K
New
$19.27 - $20.9 $944K - $1.02M
49K $967K
LDOS
Leidos Holdings, Inc.

Technology
6.34K
New
$143.17 - $201.39 $907K - $1.28M
6.34K $913K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
31K
New
$19.44 - $28.35 $603K - $879K
31K $797K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
62.2K
New
$11.39 - $12.41 $708K - $772K
62.2K $724K
KGC
Kinross Gold Corp

Basic Materials
71.8K
New
$9.03 - $10.75 $649K - $772K
71.8K $665K
RJF
Raymond James Financial Inc

Financial Services
4.02K
New
$123.0 - $170.1 $495K - $684K
4.02K $625K
HOMB
Home Bancshares Inc

Financial Services
21.9K
New
$26.0 - $32.09 $569K - $702K
21.9K $619K
RMD
Resmed Inc

Healthcare
2.63K
New
$228.69 - $256.07 $601K - $673K
2.63K $600K
ENFR
Alerian Energy Infrastructure

ETFs
18.5K
New
$28.52 - $33.11 $529K - $614K
18.5K $577K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
12K
New
$46.96 - $51.46 $563K - $616K
12K $565K
IRT
Independence Realty Trust, Inc.

Real Estate
28.4K
New
$18.78 - $22.01 $534K - $626K
28.4K $564K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
17.3K
New
$28.23 - $35.28 $489K - $611K
17.3K $551K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
63.7K
New
$8.51 - $9.15 $542K - $583K
63.7K $547K
NCA
Nuveen California Municipal Value Fund

Financial Services
63.1K
New
$8.37 - $9.19 $528K - $580K
63.1K $533K
RING
Ishares Inc Msci Global Gold M

ETFs
18.9K
New
$27.93 - $36.45 $528K - $690K
18.9K $531K
OPER
ETF Ser Solutions Clearshares

ETFs
5.31K
New
$100.03 - $100.53 $531K - $533K
5.31K $530K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
20.1K
New
$25.3 - $26.31 $507K - $528K
20.1K $512K
WTRG
Essential Utilities, Inc.

Utilities
13.9K
New
$36.18 - $40.55 $502K - $562K
13.9K $503K
SELV
Sei Exchange Traded Fds Enhanc

ETFs
16.9K
New
$28.96 - $30.87 $489K - $522K
16.9K $492K
HYMU
Blackrock ETF Tr Ii High Yield
21.6K
New
$22.59 - $23.2 $488K - $501K
21.6K $489K
FTI
Technip Fmc PLC

Energy
16.1K
New
$25.16 - $31.95 $405K - $515K
16.1K $466K
PCG
Pg&E Corp

Utilities
23.1K
New
$19.2 - $21.63 $443K - $499K
23.1K $465K
WWD
Woodward, Inc.

Industrials
2.8K
New
$159.67 - $187.29 $446K - $524K
2.8K $465K
UTHR
United Therapeutics Corp

Healthcare
1.17K
New
$348.66 - $410.0 $408K - $479K
1.17K $412K
HIG
Hartford Financial Services Group, Inc.

Financial Services
3.59K
New
$107.06 - $123.74 $384K - $444K
3.59K $392K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
8.02K
New
$47.66 - $51.84 $382K - $416K
8.02K $384K
GDMA
Ea Series Trust Gadsen Dynamic

ETFs
12.1K
New
$31.62 - $33.29 $383K - $403K
12.1K $383K
BITO
Proshares Tr Bitcoin Strategy

ETFs
15.9K
New
$16.99 - $27.42 $270K - $436K
15.9K $362K
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
11.9K
New
$29.48 - $31.5 $351K - $375K
11.9K $360K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
8.84K
New
N/A
8.84K $358K
ISCG
Ishares Morningstar Small Cap

ETFs
7.24K
New
$48.22 - $54.03 $349K - $391K
7.24K $357K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
18K
New
$19.47 - $20.95 $350K - $376K
18K $350K
TPR
Tapestry, Inc.

Consumer Cyclical
5.21K
New
$43.54 - $66.18 $227K - $345K
5.21K $340K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
8.19K
New
$40.82 - $45.39 $334K - $372K
8.19K $340K
DEA
Easterly Government Properties, Inc.

Real Estate
29.6K
New
$10.93 - $14.48 $324K - $429K
29.6K $336K
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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