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
LYB
Lyondell Basell Industries N.V.

Basic Materials
-3.92K
- 35.3%
$92.56 - $99.46 $363K - $390K
7.19K $689K
BHP
Bhp Group LTD

Basic Materials
-6.82K
- 64.48%
$51.32 - $62.11 $350K - $424K
3.76K $233K
CCJ
Cameco Corp

Energy
-7.36K
- 58.0%
$36.9 - $53.72 $272K - $396K
5.33K $254K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-18.7K
- 10.69%
$29.64 - $31.77 $554K - $594K
156K $4.97M
TXN
Texas Instruments Inc

Technology
-1.87K
- 7.22%
$194.6 - $194.6 $364K - $364K
24K $4.67M
ANSS
Ansys Inc

Technology
-1.1K
- 57.0%
$296.54 - $331.25 $327K - $365K
832 $264K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-12.2K
- 17.55%
$33.61 - $35.94 $411K - $439K
57.4K $2.06M
MS
Morgan Stanley

Financial Services
-6.89K
- 13.01%
$92.07 - $106.96 $634K - $737K
46.1K $4.8M
CMCSA
Comcast Corp

Communication Services
-20.2K
- 10.57%
$37.33 - $41.78 $754K - $844K
171K $7.14M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-317
- 16.19%
$1024.09 - $1201.76 $325K - $381K
1.64K $1.73M
SHEL
Shell PLC

Energy
-1.17K
- 3.03%
$65.65 - $73.28 $76.8K - $85.7K
37.4K $2.47M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-4.77K
- 15.75%
$103.09 - $113.83 $492K - $543K
25.5K $2.86M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-3.14K
- 55.06%
$86.23 - $103.97 $270K - $326K
2.56K $248K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-1.21K
- 4.52%
$91.43 - $117.51 $110K - $142K
25.5K $2.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.19K
- 14.48%
$236.42 - $259.82 $280K - $308K
7.01K $1.8M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-9.55K
- 6.76%
N/A
132K $4.15M
HTGC
Hercules Capital, Inc.

Financial Services
-4.65K
- 1.81%
$17.71 - $21.67 $82.4K - $101K
253K $4.97M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-9.2K
- 35.33%
$33.3 - $35.24 $306K - $324K
16.8K $593K
CTRA
Coterra Energy Inc.

Energy
-9.99K
- 50.37%
$22.62 - $27.37 $226K - $274K
9.85K $235K
JXN
Jackson Financial Inc.

Financial Services
-9.81K
- 27.58%
$69.1 - $91.97 $678K - $902K
25.8K $2.35M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-19.3K
- 62.91%
$13.31 - $15.65 $257K - $302K
11.4K $163K
ITM
Vaneck Intermediate Muni ETF

ETFs
-6.1K
- 58.82%
$45.67 - $47.0 $278K - $286K
4.27K $200K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-69.7K
- 53.2%
$3.99 - $4.33 $278K - $302K
61.4K $262K
XYL
Xylem Inc.

Industrials
-1.96K
- 50.74%
$126.14 - $141.53 $247K - $277K
1.9K $256K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-3.62K
- 35.85%
$82.04 - $89.49 $297K - $324K
6.48K $576K
FLNG
Flex Lng Ltd.

Energy
-8.45K
- 27.91%
$25.02 - $27.61 $211K - $233K
21.8K $555K
DD
Du Pont De Nemours, Inc.

Basic Materials
-7.64K
- 15.64%
$77.22 - $89.49 $590K - $684K
41.2K $3.67M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-5.5K
- 26.5%
$41.58 - $46.45 $229K - $255K
15.2K $684K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-6.2K
- 41.64%
$41.32 - $43.78 $256K - $271K
8.69K $380K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-5.2K
- 31.61%
$60.13 - $68.17 $312K - $354K
11.2K $761K
INTU
Intuit Inc

Technology
-82
- 1.49%
$602.97 - $670.49 $49.4K - $55K
5.44K $3.38M
EMR
Emerson Electric CO

Industrials
-2K
- 5.08%
$98.19 - $118.87 $197K - $238K
37.4K $4.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-13.8K
- 14.4%
$41.02 - $46.01 $567K - $635K
82.1K $3.74M
MLM
Martin Marietta Materials Inc

Basic Materials
-436
- 12.49%
$502.48 - $593.35 $219K - $259K
3.05K $1.64M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.25K
- 48.19%
$112.99 - $126.45 $254K - $285K
2.42K $304K
BX
Blackstone Inc.

Financial Services
-13.2K
- 21.78%
$120.77 - $159.66 $1.6M - $2.11M
47.5K $7.27M
MRSK
Toews Agility Shares Managed R

Technology
-7.86K
- 53.96%
$30.46 - $32.96 $239K - $259K
6.71K $217K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-33.6K
- 34.07%
$8.04 - $8.65 $270K - $291K
65.1K $562K
CSGP
Costar Group, Inc.

Real Estate
-3.41K
- 30.94%
$71.59 - $79.61 $244K - $271K
7.61K $574K
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.86K
- 36.69%
$138.06 - $172.74 $256K - $321K
3.2K $525K
WCN
Waste Connections, Inc.

Industrials
-1.42K
- 28.46%
$173.92 - $186.5 $248K - $266K
3.58K $639K
EMB
Ishares Tr

ETFs
-6.11K
- 9.29%
$87.75 - $93.74 $536K - $572K
59.6K $5.58M
ROP
Roper Technologies Inc

Industrials
-391
- 15.29%
$515.25 - $576.55 $201K - $225K
2.17K $1.21M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
-47.8K
- 66.08%
$5.13 - $5.57 $245K - $267K
24.6K $136K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.29K
- 1.77%
$147.95 - $191.05 $191K - $246K
71.4K $12.4M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-9.23K
- 12.99%
$28.75 - $29.46 $265K - $272K
61.8K $1.82M
AMT
American Tower Corp

Real Estate
-4.5K
- 21.03%
$192.27 - $242.73 $865K - $1.09M
16.9K $3.93M
VVV
Valvoline Inc

Energy
-4.94K
- 33.05%
$38.64 - $47.6 $191K - $235K
10K $418K
SNA
Snap On Inc

Industrials
-1.1K
- 31.03%
$255.35 - $289.77 $282K - $320K
2.45K $710K
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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