Atria Wealth Solutions, Inc. Reduced Holdings in Q3 2024

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-341K
- 13.25%
$98.91 - $134.91 $33.7M - $46M
2.23M $271M
MSFT
Microsoft Corp

Technology
-38.5K
- 7.89%
$395.15 - $467.56 $15.2M - $18M
449K $193M
GOOGL
Alphabet Inc.

Communication Services
-49.5K
- 11.82%
$148.65 - $191.18 $7.35M - $9.46M
369K $61.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-52.3K
- 7.32%
$161.02 - $200.0 $8.42M - $10.5M
663K $124M
SPY
Spdr S&P 500 ETF Trust

ETFs
-35.2K
- 13.16%
$517.38 - $573.86 $18.2M - $20.2M
232K $133M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-28.5K
- 8.65%
$434.77 - $502.96 $12.4M - $14.4M
302K $147M
SPYG
Spdr Portfolio

ETFs
-144K
- 32.75%
$73.38 - $84.1 $10.6M - $12.2M
297K $24.6M
VUG
Vanguard Growth ETF

ETFs
-33.7K
- 10.93%
$341.08 - $391.94 $11.5M - $13.2M
274K $105M
OMFL
Invesco Exchange Traded Self I

ETFs
-185K
- 94.45%
$47.65 - $52.99 $8.81M - $9.8M
10.9K $576K
GOOG
Alphabet Inc.

Communication Services
-21.6K
- 6.85%
$149.54 - $192.66 $3.22M - $4.15M
293K $49M
IVW
Ishares S&P 500 Growth ETF

ETFs
-110K
- 13.06%
$84.77 - $97.13 $9.35M - $10.7M
734K $70.3M
PEP
Pepsico Inc

Consumer Defensive
-48K
- 29.92%
$161.9 - $179.3 $7.77M - $8.6M
112K $19.1M
LRCX
Lam Research Corp

Technology
-6.26K
- 77.24%
$731.56 - $1127.3 $4.58M - $7.05M
1.84K $1.5M
QCOM
Qualcomm Inc

Technology
-23.5K
- 24.29%
$156.12 - $209.64 $3.66M - $4.92M
73.1K $12.4M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-61.5K
- 96.05%
$106.85 - $117.19 $6.57M - $7.21M
2.53K $296K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-60.2K
- 97.1%
$105.49 - $116.32 $6.36M - $7.01M
1.8K $206K
BLK
Black Rock Inc.

Financial Services
-8.16K
- 90.1%
$782.27 - $949.51 $6.38M - $7.75M
897 $851K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-61.1K
- 28.48%
$100.3 - $100.74 $6.12M - $6.15M
153K $15.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
-7.89K
- 21.14%
$217.89 - $392.15 $1.72M - $3.09M
29.4K $8.25M
IEMG
Ishares Inc

ETFs
-112K
- 30.15%
$53.64 - $53.64 $6M - $6M
259K $13.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
-155K
- 50.0%
$32.34 - $35.85 $5.02M - $5.57M
155K $5.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-76.7K
- 44.79%
$75.88 - $83.21 $5.82M - $6.39M
94.6K $7.87M
ADBE
Adobe Inc.

Technology
-7.89K
- 24.92%
$508.13 - $586.55 $4.01M - $4.63M
23.8K $12.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-56.4K
- 11.74%
$91.42 - $91.82 $5.16M - $5.18M
424K $39M
VDE
Vanguard Energy ETF

ETFs
-37.4K
- 35.57%
$117.44 - $131.06 $4.39M - $4.9M
67.7K $8.29M
VIG
Vanguard Dividend Appreciation

ETFs
-27K
- 6.6%
$182.15 - $182.15 $4.92M - $4.92M
382K $69.6M
YUM
Yum Brands Inc

Consumer Cyclical
-38.3K
- 70.35%
$125.95 - $139.96 $4.82M - $5.36M
16.1K $2.25M
XLK
Technology Sector Spdr

ETFs
-21K
- 10.96%
$197.34 - $237.68 $4.14M - $4.99M
171K $38.5M
VBR
Vanguard Small Cap Value ETF

ETFs
-29.2K
- 43.15%
$179.99 - $201.6 $5.25M - $5.88M
38.4K $7.72M
MRK
Merck & Co., Inc.

Healthcare
-24.3K
- 14.0%
$111.15 - $128.97 $2.7M - $3.13M
149K $16.9M
VTV
Vanguard Value ETF

ETFs
-73.3K
- 11.68%
$159.75 - $174.57 $11.7M - $12.8M
554K $96.8M
MPWR
Monolithic Power Systems Inc

Technology
-5.43K
- 34.43%
$757.04 - $947.16 $4.11M - $5.14M
10.3K $9.57M
BA
Boeing CO

Industrials
-8.73K
- 12.76%
$152.04 - $190.6 $1.33M - $1.66M
59.7K $9.08M
USFR
Wisdomtree Floating Rate Treas

ETFs
-66.1K
- 23.79%
$50.2 - $50.48 $3.32M - $3.34M
212K $10.6M
CVX
Chevron Corp

Energy
-12.1K
- 7.15%
$137.88 - $161.97 $1.67M - $1.96M
157K $23.2M
KKR
Kkr & Co. Inc.

Financial Services
-45.7K
- 43.42%
$104.51 - $133.23 $4.78M - $6.09M
59.6K $7.78M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-46.3K
- 49.89%
$71.86 - $78.56 $3.33M - $3.64M
46.5K $3.65M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-61.1K
- 14.21%
$49.9 - $50.37 $3.05M - $3.08M
369K $18.5M
ADI
Analog Devices Inc

Technology
-12.7K
- 49.81%
$200.56 - $243.33 $2.55M - $3.09M
12.8K $2.95M
CDNS
Cadence Design Systems Inc

Technology
-5.08K
- 12.56%
$246.84 - $321.11 $1.25M - $1.63M
35.4K $9.59M
MRNA
Moderna, Inc.

Healthcare
-21.3K
- 77.74%
$63.64 - $125.14 $1.36M - $2.67M
6.1K $407K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18.8K
- 7.26%
$475.2 - $527.7 $8.95M - $9.94M
241K $127M
IEFA
Ishares Tr

ETFs
-68.1K
- 13.86%
$70.09 - $78.74 $4.78M - $5.37M
424K $33.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
-26.8K
- 29.58%
$105.92 - $110.83 $2.84M - $2.98M
63.9K $7.06M
ASML
Asml Holding Nv

Technology
-1.29K
- 16.08%
$749.82 - $1098.95 $964K - $1.41M
6.71K $5.59M
AAPL
Apple Inc.

Technology
-133K
- 10.41%
$207.23 - $234.82 $27.6M - $31.3M
1.15M $267M
NEAR
Blackrock Short Maturity Bond

ETFs
-49.8K
- 76.47%
$50.09 - $51.31 $2.5M - $2.56M
15.3K $785K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-93.8K
- 86.23%
$26.14 - $27.97 $2.45M - $2.62M
15K $413K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-23.8K
- 15.42%
$96.3 - $106.49 $2.3M - $2.54M
131K $13.7M
Activity Summary
Buys All Purchases 852 New Holdings 149 Increased Positions 703 Sells All Sells 945 Reductions 945 Sold out 0 Options Calls 8 Puts 5
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