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
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.69K
- 2.18%
$38.49 - $41.61 $65.2K - $70.4K
75.9K $3.15M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
-629
- 4.54%
$11.52 - $13.05 $7.25K - $8.21K
13.2K $172K
FYX
First Tr Small Cap Core Alphad

ETFs
-107
- 4.2%
$89.32 - $100.62 $9.56K - $10.8K
2.44K $243K
HYGV
Flexshares Tr High Yield Value

ETFs
-191
- 1.18%
$40.11 - $41.67 $7.66K - $7.96K
16K $666K
GFI
Gold Fields LTD

Basic Materials
-1.2K
- 1.72%
$13.34 - $17.2 $16K - $20.6K
68.8K $1.06M
AME
Ametek Inc

Industrials
-29
- 0.74%
$152.74 - $176.01 $4.43K - $5.1K
3.9K $668K
FEX
First Tr Large Cap Core Alphde

ETFs
-542
- 5.57%
$94.21 - $104.17 $51.1K - $56.5K
9.19K $957K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-50
- 0.44%
$37.43 - $39.97 $1.87K - $2K
11.3K $450K
COPX
Global X Copper Miners ETF

ETFs
-19
- 0.26%
$38.58 - $48.4 $733 - $920
7.18K $339K
LVHD
Franklin U.S. Low Volatility H

ETFs
-1.25K
- 9.26%
$35.49 - $40.72 $44.4K - $50.9K
12.3K $498K
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
-329
- 2.49%
$40.12 - $42.61 $13.2K - $14K
12.9K $548K
NOK
Nokia Corp

Technology
-331
- 1.15%
$3.62 - $4.48 $1.2K - $1.48K
28.5K $124K
IYH
Ishares Tr

ETFs
-1.57K
- 4.97%
$60.29 - $66.38 $94.9K - $104K
30.1K $1.96M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
-218
- 1.01%
$11.93 - $12.78 $2.6K - $2.79K
21.4K $272K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-152
- 2.48%
$55.06 - $62.25 $8.37K - $9.46K
5.98K $367K
DFNV
Donoghue Forlines Risk Managed

ETFs
-466
- 2.91%
$29.3 - $33.61 $13.7K - $15.7K
15.5K $522K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-900
- 2.73%
$11.13 - $12.0 $10K - $10.8K
32K $384K
FJP
First Trust Japan Alphadex Fun

ETFs
-229
- 2.13%
$46.62 - $54.91 $10.7K - $12.6K
10.5K $571K
DBA
Invesco Db Agriculture Fund

ETFs
-915
- 5.05%
$23.26 - $26.55 $21.3K - $24.3K
17.2K $448K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
-169
- 1.47%
$27.67 - $31.22 $4.68K - $5.28K
11.4K $351K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-5.94K
- 7.73%
$37.41 - $41.75 $222K - $248K
70.8K $2.96M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-54
- 1.72%
$108.44 - $120.37 $5.86K - $6.5K
3.09K $371K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-1.68K
- 6.03%
$82.19 - $91.05 $138K - $153K
26.2K $2.37M
CORP
Pimco Investment Grade Corp Bd

ETFs
-158
- 1.99%
$94.36 - $100.01 $14.9K - $15.8K
7.77K $772K
AOK
Ishares Tr Core Conservative A

ETFs
-755
- 2.73%
$36.8 - $38.71 $27.8K - $29.2K
26.9K $1.04M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-1.6K
- 1.53%
$3.8 - $4.05 $6.08K - $6.48K
103K $417K
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
-10
- 0.12%
$28.54 - $31.37 $285 - $314
8.24K $258K
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
-27
- 0.11%
$22.99 - $24.78 $621 - $669
25K $617K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-42
- 0.93%
$48.71 - $54.57 $2.05K - $2.29K
4.45K $241K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-5
- 0.04%
$19.88 - $21.63 $99.4 - $108
13.1K $282K
TDS
Telephone & Data Systems Inc

Communication Services
-300
- 2.73%
$19.05 - $24.64 $5.72K - $7.39K
10.7K $248K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-65
- 1.8%
$64.53 - $72.17 $4.19K - $4.69K
3.55K $256K
RAAX
Vaneck ETF Trust Inflation All

ETFs
-1.51K
- 3.97%
$26.9 - $29.21 $40.6K - $44.1K
36.5K $1.06M
FV
First Trust Dorsey Wright Focu

ETFs
-170
- 0.56%
$51.35 - $59.82 $8.73K - $10.2K
30.1K $1.75M
ENSG
Ensign Group, Inc

Healthcare
-91
- 5.38%
$124.14 - $153.65 $11.3K - $14K
1.6K $230K
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
-578
- 4.59%
$46.25 - $50.82 $26.7K - $29.4K
12K $610K
CYBR
Cyber Ark Software Ltd.

Technology
-45
- 2.39%
$241.52 - $291.61 $10.9K - $13.1K
1.84K $536K
NBTB
Nbt Bancorp Inc

Financial Services
-412
- 5.66%
$37.75 - $49.84 $15.6K - $20.5K
6.86K $303K
BCC
Boise Cascade CO

Basic Materials
-108
- 6.31%
$114.59 - $144.69 $12.4K - $15.6K
1.6K $226K
FFIN
First Financial Bankshares Inc

Financial Services
-7.88K
- 18.68%
$28.56 - $39.46 $225K - $311K
34.3K $1.27M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-4.37K
- 12.96%
$11.57 - $14.32 $50.5K - $62.6K
29.3K $416K
RGA
Reinsurance Group Of America Inc

Financial Services
-46
- 1.78%
$192.62 - $225.79 $8.86K - $10.4K
2.53K $552K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-128
- 0.44%
$22.43 - $24.11 $2.87K - $3.09K
29.2K $705K
ECL
Ecolab Inc.

Basic Materials
-773
- 5.97%
$228.86 - $255.76 $177K - $198K
12.2K $3.11M
RPM
Rpm International Inc

Basic Materials
-198
- 5.43%
$103.91 - $125.03 $20.6K - $24.8K
3.45K $417K
NFG
National Fuel Gas CO

Energy
-24
- 0.59%
$54.14 - $61.22 $1.3K - $1.47K
4.06K $246K
LNG
Cheniere Energy, Inc.

Energy
-228
- 1.7%
$172.24 - $186.09 $39.3K - $42.4K
13.1K $2.36M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-82
- 0.55%
$36.78 - $39.02 $3.02K - $3.2K
15K $583K
SONY
Sony Group Corp

Technology
-1.93K
- 10.6%
$81.61 - $98.65 $158K - $191K
16.3K $1.57M
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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