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
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-273
- 3.08%
$210.25 - $231.86 $57.4K - $63.3K
8.58K $1.91M
FDL
First Tr Morningstar Dividend

ETFs
-7.3K
- 8.22%
$37.66 - $42.06 $275K - $307K
81.5K $3.42M
GLOB
Globant S.A.

Technology
-99
- 2.76%
$176.29 - $207.07 $17.5K - $20.5K
3.48K $690K
MTD
Mettler Toledo International Inc

Healthcare
-4
- 0.69%
$1308.0 - $1521.03 $5.23K - $6.08K
572 $857K
HWM
Howmet Aerospace Inc.

Industrials
-54
- 2.07%
$77.3 - $100.22 $4.17K - $5.41K
2.55K $255K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
-5.08K
- 4.91%
$3.34 - $4.14 $17K - $21K
98.3K $404K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-1.05K
- 2.78%
$73.78 - $81.92 $77.1K - $85.6K
36.5K $2.99M
ILMN
Illumina, Inc.

Healthcare
-147
- 4.78%
$105.28 - $135.9 $15.5K - $20K
2.93K $381K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.5K
- 5.45%
$39.47 - $49.4 $138K - $173K
60.7K $2.88M
COST
Costco Wholesale Corp

Consumer Defensive
-2.29K
- 4.0%
$801.83 - $917.05 $1.84M - $2.1M
55.1K $48.9M
RDFN
Redfin Corp

Real Estate
-567
- 5.13%
$5.64 - $14.45 $3.2K - $8.19K
10.5K $131K
ACTV
Two Rds Shared Tr Leadershares

ETFs
-314
- 0.7%
$30.76 - $34.47 $9.66K - $10.8K
44.8K $1.51M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
-1.17K
- 7.26%
$25.91 - $34.55 $30.3K - $40.4K
14.9K $510K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-14
- 0.07%
$30.61 - $34.92 $429 - $489
21.1K $728K
KHC
Kraft Heinz CO

Consumer Defensive
-2.46K
- 4.45%
$31.86 - $36.13 $78.4K - $89K
52.9K $1.86M
GWRE
Guidewire Software, Inc.

Technology
-246
- 9.45%
$137.04 - $182.94 $33.7K - $45K
2.36K $431K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-490
- 2.5%
$63.5 - $69.79 $31.1K - $34.2K
19.1K $1.34M
XEL
Xcel Energy Inc

Utilities
-306
- 3.85%
$52.11 - $65.3 $15.9K - $20K
7.65K $499K
ALLE
Allegion PLC

Industrials
-31
- 1.07%
$114.67 - $145.7 $3.55K - $4.52K
2.87K $417K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-3.74K
- 3.41%
$84.81 - $93.54 $317K - $350K
106K $9.73M
HTRB
Hartford Fds Total Return Bd E

ETFs
-2.09K
- 2.05%
$33.29 - $35.33 $69.6K - $73.8K
99.9K $3.49M
DOV
Dover Corp

Industrials
-124
- 1.38%
$172.5 - $193.03 $21.4K - $23.9K
8.89K $1.7M
PWR
Quanta Services, Inc.

Industrials
-2.31K
- 13.19%
$239.58 - $298.23 $554K - $690K
15.2K $4.54M
TGT
Target Corp

Consumer Defensive
-1.24K
- 3.57%
$133.47 - $159.25 $165K - $197K
33.5K $5.22M
TYL
Tyler Technologies Inc

Technology
-165
- 7.62%
$499.52 - $595.46 $82.4K - $98.3K
2K $1.17M
HLN
Haleon PLC

Healthcare
-3.16K
- 6.54%
$8.32 - $10.7 $26.3K - $33.8K
45.1K $477K
GRMN
Garmin LTD

Technology
-113
- 1.45%
$161.1 - $183.29 $18.2K - $20.7K
7.7K $1.35M
DNP
Dnp Select Income Fund Inc

Financial Services
-12.6K
- 10.87%
$8.21 - $10.03 $104K - $126K
103K $1.04M
BHK
Blackrock Core Bond Trust

Financial Services
-492
- 0.78%
$10.55 - $12.06 $5.19K - $5.93K
62.2K $750K
DTH
Wisdomtree Tr

ETFs
-2.37K
- 4.02%
$37.62 - $41.83 $89K - $99K
56.5K $2.34M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-5.01K
- 4.23%
$71.01 - $78.81 $355K - $394K
113K $8.93M
GALT
Galectin Therapeutics Inc

Healthcare
-6.7K
- 3.13%
$2.04 - $2.86 $13.7K - $19.2K
207K $569K
NVS
Novartis Ag

Healthcare
-1.12K
- 4.45%
$106.13 - $120.89 $119K - $136K
24.1K $2.77M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-5.85K
- 7.34%
$111.9 - $124.28 $655K - $727K
73.9K $9.14M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-67
- 0.69%
$94.32 - $105.04 $6.32K - $7.04K
9.58K $1.01M
AMP
Ameriprise Financial Inc

Financial Services
-180
- 4.39%
$391.53 - $469.81 $70.5K - $84.6K
3.92K $1.84M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-427
- 1.72%
$25.07 - $29.94 $10.7K - $12.8K
24.5K $720K
JPSE
J P Morgan Diversified Return

ETFs
-12
- 0.06%
$43.03 - $48.28 $516 - $579
20.6K $991K
IP
International Paper CO

Consumer Cyclical
-617
- 2.87%
$42.55 - $49.98 $26.3K - $30.8K
20.9K $1.02M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
-838
- 0.35%
$15.36 - $16.78 $12.9K - $14.1K
236K $3.96M
JPM
Jpmorgan Chase & CO

Financial Services
-6.9K
- 3.8%
$194.9 - $224.8 $1.34M - $1.55M
175K $36.8M
AEYE
Audioeye Inc

Technology
-1K
- 4.49%
$18.34 - $27.15 $18.3K - $27.2K
21.3K $485K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-768
- 3.52%
$31.07 - $39.36 $23.9K - $30.2K
21K $769K
AMGN
Amgen Inc

Healthcare
-1.08K
- 2.38%
$309.38 - $337.38 $334K - $364K
44.3K $14.3M
STEW
Boulder Growth & Income Fund

Financial Services
-3.51K
- 2.87%
$14.33 - $15.97 $50.2K - $56K
119K $1.87M
PKG
Packaging Corp Of America

Consumer Cyclical
-132
- 3.45%
$176.32 - $215.7 $23.3K - $28.5K
3.69K $794K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-936
- 3.3%
$44.56 - $50.18 $41.7K - $47K
27.4K $1.37M
SKYY
First Trust Cloud Computing Et

ETFs
-747
- 2.86%
$86.45 - $102.48 $64.6K - $76.6K
25.4K $2.6M
ENPH
Enphase Energy, Inc.

Technology
-182
- 1.99%
$95.77 - $123.65 $17.4K - $22.5K
8.96K $1.01M
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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