Atria Wealth Solutions, Inc. Reduced Holdings in Q1 2025

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NET
Cloudflare, Inc.

Technology
-460
- 6.13%
$110.71 - $176.5 $50.9K - $81.2K
7.04K $793K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-1.2K
- 5.1%
$8.24 - $8.68 $9.85K - $10.4K
22.2K $183K
IXJ
Ishares Global Healthcare ETF

ETFs
-607
- 7.52%
$86.01 - $94.19 $52.2K - $57.2K
7.47K $681K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-879
- 6.63%
$19.7 - $20.61 $17.3K - $18.1K
12.4K $249K
HOMB
Home Bancshares Inc

Financial Services
-371
- 1.7%
$27.23 - $31.23 $10.1K - $11.6K
21.5K $607K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-493
- 6.94%
$56.58 - $60.89 $27.9K - $30K
6.61K $393K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-81
- 0.48%
$11.83 - $13.03 $958 - $1.06K
16.8K $203K
BAX
Baxter International Inc

Healthcare
-1.69K
- 18.26%
$29.26 - $36.57 $49.6K - $61.9K
7.58K $259K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-157
- 9.08%
$160.89 - $187.27 $25.3K - $29.4K
1.57K $272K
EMGF
Ishares Msci Emerging Markets

ETFs
-413
- 6.89%
$44.18 - $48.23 $18.2K - $19.9K
5.59K $261K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
-2.53K
- 9.06%
$5.37 - $5.91 $13.6K - $14.9K
25.4K $149K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
-9.5K
- 28.11%
$2.62 - $3.68 $24.9K - $35K
24.3K $80K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-480
- 1.73%
$47.27 - $50.52 $22.7K - $24.2K
27.2K $1.33M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
-70
- 0.56%
$17.66 - $18.84 $1.24K - $1.32K
12.5K $220K
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
-202
- 2.45%
$29.07 - $31.16 $5.87K - $6.29K
8.04K $237K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-1.19K
- 5.63%
$16.06 - $16.99 $19K - $20.1K
19.9K $331K
CNQ
Canadian Natural Resources LTD

Energy
-222
- 3.23%
$26.72 - $32.74 $5.93K - $7.27K
6.64K $204K
FJP
First Trust Japan Alphadex Fun

ETFs
-695
- 6.93%
$49.98 - $57.59 $34.7K - $40K
9.34K $512K
BR
Broadridge Financial Solutions, Inc.

Technology
-112
- 8.9%
$221.46 - $244.83 $24.8K - $27.4K
1.15K $278K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.69K
- 4.76%
$32.74 - $36.2 $88.1K - $97.5K
53.9K $1.88M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-487
- 1.44%
$8.11 - $8.58 $3.95K - $4.18K
33.4K $272K
AB
Alliancebernstein Holding L.P.

Financial Services
-337
- 4.51%
$35.0 - $40.73 $11.8K - $13.7K
7.13K $273K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-131
- 2.39%
$69.15 - $74.69 $9.06K - $9.78K
5.36K $383K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-1.11K
- 9.14%
$9.92 - $11.41 $11K - $12.6K
11K $118K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-99
- 0.79%
$21.3 - $22.61 $2.11K - $2.24K
12.5K $266K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-150
- 2.26%
$45.66 - $47.41 $6.85K - $7.11K
6.49K $304K
GPS
Gap Inc

Consumer Cyclical
-144
- 0.83%
N/A
17.2K $346K
MIN
Mfs Intermediate Income Trust

Financial Services
-1K
- 4.88%
$2.64 - $2.72 $2.64K - $2.72K
19.5K $52K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
-200
- 1.18%
$16.06 - $17.52 $3.21K - $3.5K
16.8K $279K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-124
- 2.45%
$40.79 - $42.32 $5.06K - $5.25K
4.94K $207K
FAAR
First Trust Vii Alternative Ab

ETFs
-918
- 3.16%
$27.81 - $28.97 $25.5K - $26.6K
28.1K $813K
UMC
United Microelectronics Corp

Technology
-1.45K
- 10.36%
$5.69 - $7.15 $8.25K - $10.4K
12.6K $89K
STLD
Steel Dynamics Inc

Basic Materials
-5
- 0.22%
N/A
2.22K $217K
LCTD
Blackrock ETF World Ex Us Carb
-1.72K
- 6.56%
N/A
24.5K $0
Flagstar Financial Inc
-8.55K
- 34.73%
N/A
16.1K $0
Blackrock ETF Trust
-60.2K
- 54.47%
N/A
50.3K $0
Bk Technologies Corporation
-22.9K
- 28.7%
N/A
57K $0
First Tr Exchng Traded Fd Vi
-919
- 3.9%
N/A
22.7K $0
First Tr Exchng Traded Fd Vi
-9.37K
- 56.13%
N/A
7.33K $0
Bank America Corp
-17
- 8.72%
N/A
178 $0
First Tr Exchng Traded Fd Vi
-2.66K
- 6.85%
N/A
36.2K $0
First Tr Exchng Traded Fd Vi
-9.55K
- 42.62%
N/A
12.9K $0
FLQH
Franklin Templeton Libertyq In

ETFs
-3.04K
- 6.45%
N/A
44K $0
FSCO
Fs Cr Opportunities Corp Com
-2.47K
- 6.05%
N/A
38.3K $0
FJAN
First Exc Trd Viii Cboe Vest U
-8.73K
- 20.97%
N/A
32.9K $0
First Tr Exchng Traded Fd Vi
-5.6K
- 39.08%
N/A
8.73K $0
First Tr Exchng Traded Fd Vi
-13.5K
- 21.66%
N/A
48.7K $0
First Tr Exchng Traded Fd Vi
-906
- 1.88%
N/A
47.2K $0
Ge Healthcare Technologies I
-4.16K
- 12.76%
N/A
28.4K $0
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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