Atria Wealth Solutions, Inc. New Holdings in Q1 2025

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PAY
Paymentus Holdings, Inc.

Technology
10.7K
New
$24.68 - $35.0 $264K - $374K
10.7K $278K
IGR
Cbre Global Real Estate Income Fund

Financial Services
53.8K
New
$4.79 - $5.34 $257K - $287K
53.8K $277K
GHC
Graham Holdings CO

Consumer Defensive
282
New
$854.34 - $983.77 $241K - $277K
282 $270K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
11.2K
New
$23.17 - $24.25 $259K - $271K
11.2K $270K
IBN
Icici Bank LTD

Financial Services
8.49K
New
$27.55 - $31.67 $234K - $269K
8.49K $267K
LBRDK
Liberty Broadband Corp

Communication Services
3.07K
New
$73.49 - $88.64 $226K - $272K
3.07K $261K
JPIB
Jpmorgan International Bond Op

ETFs
5.38K
New
$46.97 - $48.35 $253K - $260K
5.38K $257K
TSAT
Telesat Corp

Technology
13.6K
New
$14.71 - $23.39 $200K - $318K
13.6K $256K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.71K
New
$47.66 - $57.45 $224K - $271K
4.71K $256K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
11.5K
New
$21.89 - $22.65 $252K - $261K
11.5K $251K
EQT
Eqt Corp

Energy
4.64K
New
$46.16 - $54.25 $214K - $252K
4.64K $248K
FXU
First Tr Exchange Traded Fd Ut

ETFs
6.04K
New
$37.42 - $41.14 $226K - $249K
6.04K $247K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
21K
New
$11.63 - $13.3 $245K - $280K
21K $244K
NUDM
Nuveen Esg International Devel

ETFs
7.38K
New
$29.75 - $33.12 $220K - $244K
7.38K $235K
HE
Hawaiian Electric Industries Inc

Utilities
21.5K
New
$8.18 - $11.46 $176K - $246K
21.5K $235K
PTLO
Portillo'S Inc.

Consumer Cyclical
19.7K
New
$9.2 - $15.39 $182K - $304K
19.7K $234K
ASA
Asa Gold & Precious Metals LTD

Financial Services
7.8K
New
$20.8 - $30.14 $162K - $235K
7.8K $234K
FMC
Fmc Corp

Basic Materials
5.54K
New
$34.54 - $56.38 $191K - $312K
5.54K $233K
JLL
Jones Lang Lasalle Inc

Real Estate
931
New
$238.0 - $284.76 $222K - $265K
931 $230K
DG
Dollar General Corp

Consumer Defensive
2.61K
New
$68.44 - $87.93 $179K - $230K
2.61K $229K
NXN
Nuveen New York Select Tax Free Income Portfolio

Financial Services
19.4K
New
$11.43 - $11.87 $222K - $230K
19.4K $229K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
10.8K
New
$20.11 - $21.21 $217K - $229K
10.8K $228K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.79K
New
$75.32 - $84.77 $210K - $237K
2.79K $228K
NPCT
Nuveen Core Plus Impact Fund
20.9K
New
$10.44 - $11.13 $218K - $232K
20.9K $223K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.31K
New
$25.35 - $27.46 $211K - $228K
8.31K $219K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.07K
New
$159.75 - $208.61 $171K - $223K
1.07K $218K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
8.88K
New
$19.53 - $25.74 $173K - $229K
8.88K $215K
AIT
Applied Industrial Technologies Inc

Industrials
946
New
$218.93 - $269.18 $207K - $255K
946 $213K
HES
Hess Corp

Energy
1.34K
New
$135.42 - $160.52 $181K - $214K
1.34K $213K
YMM
Full Truck Alliance Co. Ltd.

Technology
16.6K
New
$10.41 - $13.69 $173K - $228K
16.6K $212K
ALE
Allete Inc

Utilities
3.24K
New
$64.9 - $65.91 $210K - $213K
3.24K $212K
CLH
Clean Harbors Inc

Industrials
1.07K
New
$188.14 - $246.1 $202K - $264K
1.07K $211K
EMHC
Spdr Bloomberg Emerging Market
8.59K
New
$23.72 - $24.56 $204K - $211K
8.59K $207K
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.13K
New
$38.22 - $41.19 $196K - $211K
5.13K $207K
JWN
Nordstrom Inc

Consumer Cyclical
8.5K
New
$24.01 - $24.46 $204K - $208K
8.5K $207K
CPNG
Coupang, Inc.

Consumer Cyclical
9.35K
New
$21.34 - $25.52 $199K - $239K
9.35K $204K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
3.93K
New
$42.3 - $53.69 $166K - $211K
3.93K $204K
IJUL
Innovator Etfs Tr

ETFs
6.99K
New
$27.58 - $29.96 $193K - $209K
6.99K $203K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
8.02K
New
$24.29 - $25.89 $195K - $208K
8.02K $202K
DAN
Dana Inc

Consumer Cyclical
15.1K
New
$11.27 - $16.88 $170K - $255K
15.1K $201K
KXI
Ishares Tr Global Consumer Sta

ETFs
3.14K
New
$58.57 - $64.8 $184K - $203K
3.14K $200K
PID
Invesco Exchange Traded Fd Tr

ETFs
10.4K
New
N/A
10.4K $185K
GEVO
Gevo, Inc.

Basic Materials
150K
New
$1.14 - $2.85 $171K - $428K
150K $174K
EIC
Eagle Point Income CO Inc.

N/A
11.4K
New
$14.65 - $16.36 $167K - $187K
11.4K $170K
NU
Nu Holdings Ltd.

Financial Services
15.9K
New
$10.12 - $13.95 $161K - $221K
15.9K $162K
YALA
Yalla Group LTD

Technology
30K
New
$3.89 - $5.63 $117K - $169K
30K $156K
ASC
Ardmore Shipping Corp

Industrials
15K
New
$9.06 - $13.6 $136K - $205K
15K $147K
HST
Host Hotels & Resorts, Inc.

Real Estate
10.1K
New
$14.21 - $17.45 $144K - $177K
10.1K $144K
XP
Xp Inc.

Financial Services
10K
New
$11.05 - $15.69 $111K - $157K
10K $137K
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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