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
STE
Steris PLC

Healthcare
-1.14K
- 46.63%
$213.51 - $247.14 $242K - $281K
1.3K $315K
AZO
Autozone Inc

Consumer Cyclical
-116
- 14.43%
$2815.0 - $3212.87 $327K - $373K
688 $2.17M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
-13.9K
- 24.91%
$15.21 - $18.46 $211K - $257K
41.9K $745K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-4.21K
- 51.8%
$51.78 - $52.98 $218K - $223K
3.92K $207K
HAL
Halliburton CO

Energy
-4.7K
- 29.0%
$27.81 - $36.44 $131K - $171K
11.5K $333K
IXN
Ishares Global Information Tec

ETFs
-2.29K
- 2.95%
$73.0 - $87.81 $167K - $201K
75.3K $6.22M
IYC
Ishares U.S. Consumer Discreti

ETFs
-2.78K
- 53.16%
$76.12 - $88.31 $211K - $245K
2.45K $215K
NTAP
Net App, Inc.

Technology
-1.21K
- 10.77%
$114.18 - $134.62 $138K - $162K
9.98K $1.23M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-10.7K
- 3.15%
$49.93 - $51.15 $535K - $548K
329K $16.8M
PPG
Ppg Industries Inc

Basic Materials
-1.78K
- 34.7%
$118.32 - $134.55 $211K - $240K
3.35K $444K
TFC
Truist Financial Corp

Financial Services
-8.14K
- 21.2%
$38.22 - $44.94 $311K - $366K
30.3K $1.29M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-7.94K
- 13.99%
$33.68 - $39.31 $267K - $312K
48.8K $1.92M
WST
West Pharmaceutical Services Inc

Healthcare
-318
- 9.68%
$277.16 - $333.3 $88.1K - $106K
2.97K $890K
EQT
Eqt Corp

Energy
-5.04K
- 45.68%
$30.21 - $37.21 $152K - $187K
5.99K $219K
CSCO
Cisco Systems, Inc.

Technology
-23.7K
- 12.6%
$44.74 - $53.22 $1.06M - $1.26M
164K $8.74M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1.19K
- 51.67%
$178.41 - $210.18 $212K - $250K
1.11K $220K
FDTS
First Tr Developed Mkts Ex Us

ETFs
-7.29K
- 13.54%
$38.54 - $44.23 $281K - $322K
46.5K $2.04M
TROW
Price T Rowe Group Inc

Financial Services
-940
- 7.28%
$101.71 - $120.75 $95.6K - $114K
12K $1.3M
VOX
Vanguard Communication Service

ETFs
-5.37K
- 6.46%
$129.82 - $145.39 $697K - $781K
77.8K $11.3M
RWAY
Runway Growth Finance Corp.

Financial Services
-8.99K
- 15.58%
$10.1 - $12.02 $90.8K - $108K
48.7K $501K
CG
Carlyle Group Inc.

Financial Services
-4.99K
- 35.97%
$37.24 - $49.74 $186K - $248K
8.89K $382K
HOOD
Robinhood Markets, Inc.

Technology
-8.45K
- 23.89%
$16.42 - $24.63 $139K - $208K
26.9K $630K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-6K
- 18.38%
$32.83 - $34.88 $197K - $209K
26.7K $930K
KEYS
Keysight Technologies, Inc.

Technology
-1.59K
- 42.18%
$119.86 - $158.87 $190K - $252K
2.17K $345K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-5.28K
- 6.42%
$97.81 - $108.79 $517K - $575K
77K $8.38M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-3.45K
- 25.76%
$57.2 - $62.94 $197K - $217K
9.95K $620K
OTIS
Otis Worldwide Corp

Industrials
-2.15K
- 29.85%
$91.43 - $104.43 $196K - $224K
5.05K $524K
URA
Global X Uranium ETF

ETFs
-5.57K
- 24.84%
$23.18 - $31.26 $129K - $174K
16.8K $481K
FELE
Franklin Electric CO Inc

Industrials
-2K
- 39.26%
$93.65 - $106.62 $187K - $213K
3.09K $324K
CAG
Conagra Brands Inc.

Consumer Defensive
-8.71K
- 30.54%
$28.13 - $32.83 $245K - $286K
19.8K $644K
CSX
Csx Corp

Industrials
-6.82K
- 10.35%
$32.48 - $35.45 $222K - $242K
59.1K $2.04M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-20.6K
- 8.96%
$7.06 - $7.82 $145K - $161K
209K $1.61M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.29K
- 3.91%
$285.48 - $330.24 $369K - $427K
31.8K $10.2M
IR
Ingersoll Rand Inc.

Industrials
-2.26K
- 25.04%
$86.9 - $100.4 $196K - $227K
6.76K $663K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.94K
- 4.46%
$76.94 - $79.54 $380K - $393K
106K $8.39M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-34
- 0.76%
$268.61 - $337.37 $9.13K - $11.5K
4.43K $1.26M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-1.21K
- 32.45%
$141.31 - $161.48 $170K - $195K
2.51K $403K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.33K
- 4.14%
$42.59 - $60.56 $56.5K - $80.3K
30.7K $1.55M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-3.06K
- 7.8%
$8.26 - $12.16 $25.3K - $37.2K
36.1K $323K
K
Kellogg CO

Consumer Defensive
-5.35K
- 43.77%
$56.19 - $80.81 $301K - $432K
6.87K $554K
BDX
Becton Dickinson & CO

Healthcare
-955
- 8.71%
$221.47 - $242.41 $212K - $232K
10K $2.41M
PARA
Paramount Global

Communication Services
-17.3K
- 11.16%
$9.98 - $11.95 $172K - $207K
138K $1.46M
LIT
Global X Fds Global X Lithium

ETFs
-4.64K
- 40.11%
$35.01 - $43.59 $163K - $202K
6.93K $302K
C
Citigroup Inc

Financial Services
-479
- 0.36%
$56.11 - $67.61 $26.9K - $32.4K
134K $8.41M
ACMR
Acm Research, Inc.

Technology
-4.69K
- 27.61%
$15.01 - $25.52 $70.4K - $120K
12.3K $249K
DIAL
Columbia ETF Tr I Diversified

ETFs
-8.81K
- 34.65%
$17.48 - $18.51 $154K - $163K
16.6K $307K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-4.54K
- 6.86%
$30.55 - $30.85 $139K - $140K
61.6K $1.9M
GPC
Genuine Parts CO

Consumer Cyclical
-1.12K
- 8.83%
$131.04 - $147.11 $146K - $164K
11.5K $1.61M
AVEM
American Centy ETF Tr Avantis

ETFs
-2.94K
- 19.2%
$57.2 - $65.59 $168K - $193K
12.4K $798K
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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