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
NFTY
First Tr Alphadex Fd Ii India
-648
- 4.07%
N/A
15.3K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-275
- 2.65%
N/A
10.1K $0
First Tr Exchng Traded Fd Vi
-18.8K
- 28.68%
N/A
46.7K $0
Blackrock ETF Trust Ii
-12.1K
- 51.75%
N/A
11.3K $0
Managed Portfolio Series
-16.9K
- 19.01%
N/A
72.1K $0
First Tr Exchng Traded Fd Vi
-6K
- 31.17%
N/A
13.2K $0
Direxion Shs ETF Tr
-80K
- 63.86%
N/A
45.3K $0
Digitalbridge Group Inc
-2.8K
- 8.03%
N/A
32.1K $0
First Tr Exchng Traded Fd Vi
-523
- 1.71%
N/A
30.1K $0
First Tr Exchange Traded Fd
-2.29K
- 3.39%
N/A
65.3K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-2.03K
- 17.19%
N/A
9.76K $0
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-3.03K
- 0.88%
$10.81 - $11.29 $32.8K - $34.3K
340K $3.71M
PCF
High Income Securities Fund

Financial Services
-44
- 0.41%
$6.51 - $6.86 $286 - $302
10.7K $70K
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
-110
- 1.02%
$28.32 - $30.4 $3.12K - $3.34K
10.7K $308K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-2.29K
- 3.47%
$8.29 - $8.97 $19K - $20.6K
63.7K $548K
DIAL
Columbia ETF Tr I Diversified

ETFs
-189
- 1.18%
$17.36 - $17.95 $3.28K - $3.39K
15.8K $282K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-184
- 1.68%
$53.35 - $58.68 $9.82K - $10.8K
10.7K $602K
SUN
Sunoco LP

Energy
-515
- 10.35%
$51.29 - $59.25 $26.4K - $30.5K
4.46K $259K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-509
- 13.57%
$74.5 - $92.3 $37.9K - $47K
3.24K $296K
HLN
Haleon PLC

Healthcare
-2.97K
- 6.21%
$9.02 - $10.67 $26.8K - $31.7K
44.9K $461K
POST
Post Holdings, Inc.

Consumer Defensive
-11
- 0.45%
$104.57 - $116.92 $1.15K - $1.29K
2.45K $285K
CORP
Pimco Investment Grade Corp Bd

ETFs
-3
- 0.06%
$93.89 - $97.32 $282 - $292
4.73K $457K
SYK
Stryker Corp

Healthcare
-525
- 3.16%
$355.18 - $399.9 $186K - $210K
16.1K $5.99M
VALE
Vale S.A.

Basic Materials
-2.08K
- 7.81%
$8.5 - $10.19 $17.7K - $21.2K
24.6K $245K
FDT
First Trust Developed Markets

ETFs
-1.88K
- 6.57%
$53.51 - $60.98 $101K - $115K
26.8K $1.56M
VGLT
Vanguard Long Term Treasury Et

ETFs
-19
- 0.38%
$53.99 - $58.43 $1.03K - $1.11K
5.01K $288K
PLD
Prologis, Inc.

Real Estate
-1.08K
- 4.97%
$103.59 - $124.04 $112K - $134K
20.6K $2.3M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
-801
- 7.02%
$28.41 - $32.26 $22.8K - $25.8K
10.6K $340K
LNC
Lincoln National Corp

Financial Services
-1.18K
- 9.01%
$30.06 - $39.23 $35.6K - $46.4K
11.9K $429K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-169
- 1.4%
$34.17 - $38.11 $5.77K - $6.44K
11.9K $441K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-114
- 0.93%
$27.77 - $31.75 $3.17K - $3.62K
12.2K $369K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-759
- 7.63%
$55.23 - $64.6 $41.9K - $49K
9.19K $567K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
-20
- 0.18%
$27.51 - $30.68 $550 - $614
11.1K $326K
NVS
Novartis Ag

Healthcare
-3.35K
- 12.07%
$97.14 - $115.57 $325K - $387K
24.4K $2.72M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-730
- 6.89%
$63.07 - $73.5 $46K - $53.7K
9.87K $692K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
-556
- 1.92%
$15.05 - $16.47 $8.37K - $9.16K
28.4K $454K
TAP
Molson Coors Beverage CO

Consumer Defensive
-32
- 0.51%
$52.44 - $62.91 $1.68K - $2.01K
6.24K $380K
HSBC
Hsbc Holdings PLC

Financial Services
-650
- 8.8%
$48.68 - $61.58 $31.6K - $40K
6.74K $387K
SLRC
Slr Investment Corp.

Financial Services
-300
- 0.76%
$16.18 - $17.82 $4.85K - $5.35K
39.3K $662K
EPR
Epr Properties

Real Estate
-373
- 7.47%
$43.98 - $53.81 $16.4K - $20.1K
4.62K $242K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-898
- 9.66%
$27.29 - $38.29 $24.5K - $34.4K
8.4K $293K
MU
Micron Technology Inc

Technology
-1.8K
- 2.74%
$86.89 - $109.38 $156K - $197K
63.9K $5.55M
LVHD
Franklin U.S. Low Volatility H

ETFs
-220
- 1.74%
$37.44 - $41.02 $8.24K - $9.02K
12.5K $510K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-552
- 4.02%
$43.6 - $49.84 $24.1K - $27.5K
13.2K $625K
DRI
Darden Restaurants Inc

Consumer Cyclical
-240
- 6.56%
$180.02 - $208.56 $43.2K - $50.1K
3.42K $710K
VTR
Ventas, Inc.

Real Estate
-157
- 4.06%
$56.9 - $70.47 $8.93K - $11.1K
3.71K $254K
SNY
Sanofi

Healthcare
-1.79K
- 10.16%
$48.15 - $59.42 $86.4K - $107K
15.9K $879K
MAG
Mag Silver Corp

Basic Materials
-400
- 1.84%
$13.74 - $17.1 $5.5K - $6.84K
21.3K $325K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-8
- 0.07%
$59.28 - $66.1 $474 - $529
11.2K $709K
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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email