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
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.97K
- 8.84%
$247.34 - $300.11 $486K - $590K
20.3K $6.04M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-654
- 2.1%
$102.05 - $114.97 $66.7K - $75.2K
30.5K $3.51M
VONE
Vanguard Russell 1000 ETF

ETFs
-3.7K
- 4.03%
$234.0 - $260.07 $866K - $962K
88K $22.9M
CL
Colgate Palmolive CO

Consumer Defensive
-127
- 0.25%
$95.54 - $108.77 $12.1K - $13.8K
50.3K $5.22M
DHR
Danaher Corp

Healthcare
-1.38K
- 5.43%
$239.25 - $280.76 $331K - $388K
24.1K $6.69M
LSAF
Two Rds Shared Tr

ETFs
-329
- 0.34%
$36.68 - $41.38 $12.1K - $13.6K
97.7K $4.04M
AEP
American Electric Power CO Inc

Utilities
-2.06K
- 5.53%
$87.11 - $104.95 $180K - $216K
35.2K $3.61M
PSA
Public Storage

Real Estate
-183
- 3.39%
$283.13 - $365.01 $51.8K - $66.8K
5.22K $1.9M
ITW
Illinois Tool Works Inc

Industrials
-421
- 2.31%
$233.14 - $263.97 $98.2K - $111K
17.8K $4.66M
UTG
Reaves Utility Income Fund

Financial Services
-913
- 1.3%
$27.16 - $32.8 $24.8K - $29.9K
69.3K $2.27M
AEM
Agnico Eagle Mines LTD

Basic Materials
-9.2K
- 12.51%
$65.04 - $84.24 $598K - $775K
64.3K $5.18M
WPC
W. P. Carey Inc.

Real Estate
-1.85K
- 2.74%
$54.63 - $63.96 $101K - $119K
65.7K $4.09M
IGIC
International General Insurance Holdings Ltd.

Financial Services
-1.5K
- 1.81%
$13.96 - $19.12 $20.9K - $28.7K
81.5K $1.55M
HEI
Heico Corp

Industrials
-573
- 4.04%
$220.59 - $267.96 $126K - $154K
13.6K $3.56M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-62K
- 7.56%
$41.9 - $48.26 $2.6M - $2.99M
759K $36.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-8.81K
- 7.97%
$125.95 - $142.04 $1.11M - $1.25M
102K $14.4M
GNL
Global Net Lease, Inc.

Real Estate
-7.13K
- 1.68%
$7.3 - $8.96 $52.1K - $63.9K
418K $3.52M
WAL
Western Alliance Bancorporation

Financial Services
-199
- 1.12%
$61.15 - $88.41 $12.2K - $17.6K
17.5K $1.51M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-740
- 1.02%
$44.07 - $50.57 $32.6K - $37.4K
71.7K $3.63M
ITA
Ishares Tr

ETFs
-2.48K
- 5.59%
$131.58 - $149.64 $327K - $372K
42K $6.28M
VFH
Vanguard Financial ETF

ETFs
-7.84K
- 6.13%
$99.27 - $111.21 $778K - $872K
120K $13.2M
TMUS
T Mobile Us, Inc.

Communication Services
-177
- 1.16%
$175.14 - $206.36 $31K - $36.5K
15.1K $3.11M
VAW
Vanguard Materials ETF

ETFs
-2.79K
- 5.18%
$189.89 - $213.71 $530K - $597K
51.1K $10.8M
CARR
Carrier Global Corp

Industrials
-1.49K
- 4.7%
$61.9 - $80.88 $92.4K - $121K
30.2K $2.43M
CB
Chubb LTD

Financial Services
-24
- 0.18%
$252.51 - $292.2 $6.06K - $7.01K
13.5K $3.89M
CLX
Clorox CO

Consumer Defensive
-1.93K
- 6.7%
$131.73 - $166.97 $254K - $322K
26.9K $4.37M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.31K
- 3.88%
$64.35 - $75.71 $213K - $250K
81.8K $6.03M
VCR
Vanguard Consumer Discretionar

ETFs
-1.98K
- 4.91%
$291.88 - $341.94 $577K - $676K
38.3K $13M
VHT
Vanguard Health Care ETF

ETFs
-2.26K
- 3.29%
$261.88 - $288.1 $591K - $650K
66.3K $18.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.62K
- 5.24%
$162.83 - $179.16 $752K - $828K
83.6K $15M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.43K
- 0.45%
$31.18 - $33.5 $44.7K - $48K
317K $10.5M
VIS
Vanguard Industrial ETF

ETFs
-2.78K
- 5.64%
$232.12 - $260.07 $645K - $723K
46.5K $12.1M
SPGI
S&P Global Inc.

Financial Services
-471
- 4.39%
$446.32 - $527.38 $210K - $248K
10.3K $5.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
-998
- 3.51%
$136.93 - $162.81 $137K - $162K
27.4K $4.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-244
- 0.69%
$283.28 - $314.39 $69.1K - $76.7K
35K $11M
SBUX
Starbucks Corp

Consumer Cyclical
-19.2K
- 15.76%
$72.51 - $98.6 $1.39M - $1.89M
102K $9.99M
EVGO
E Vgo Inc.

Consumer Cyclical
-6.87K
- 2.08%
$2.35 - $4.7 $16.1K - $32.3K
324K $1.34M
CCI
Crown Castle International Corp

Real Estate
-1.39K
- 4.15%
$95.29 - $120.24 $132K - $167K
32.1K $3.81M
ED
Consolidated Edison Inc

Utilities
-315
- 0.8%
$88.42 - $104.97 $27.9K - $33.1K
39.1K $4.07M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.03K
- 7.6%
$57.22 - $80.08 $173K - $242K
36.8K $2.87M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.09K
- 2.64%
$36.02 - $41.68 $220K - $254K
225K $9.28M
SHW
Sherwin Williams CO

Basic Materials
-555
- 5.78%
$294.65 - $384.0 $164K - $213K
9.04K $3.45M
TT
Trane Technologies PLC

Industrials
-802
- 5.23%
$314.21 - $388.71 $252K - $312K
14.5K $5.65M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.94K
- 2.53%
$75.32 - $84.37 $372K - $417K
191K $15.9M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-13.9K
- 3.24%
$42.22 - $48.62 $587K - $676K
415K $19.3M
ICF
Ishares Tr

ETFs
-1.1K
- 1.34%
$56.77 - $67.33 $62.6K - $74.2K
81.4K $5.36M
IXUS
Ishares Tr

ETFs
-992
- 0.7%
$64.9 - $73.35 $64.4K - $72.8K
141K $10.3M
DVY
Ishares Tr

ETFs
-793
- 1.45%
$119.99 - $135.74 $95.2K - $108K
53.9K $7.28M
MMM
3 M CO

Industrials
-3.61K
- 10.42%
$99.69 - $139.42 $359K - $503K
31K $4.24M
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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