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
ALC
Alcon Inc

Healthcare
-1.8K
- 44.62%
$88.07 - $100.79 $159K - $182K
2.24K $223K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-3.58K
- 23.87%
$38.33 - $44.95 $137K - $161K
11.4K $499K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-3.35K
- 15.37%
$75.81 - $88.73 $254K - $297K
18.4K $1.63M
IOO
Ishares Tr Global 100 ETF

ETFs
-2.2K
- 6.64%
$89.63 - $100.83 $197K - $222K
30.9K $3.07M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-4.73K
- 26.21%
$52.04 - $64.22 $246K - $304K
13.3K $812K
NHI
National Health Investors Inc

Real Estate
-3.18K
- 36.93%
$67.53 - $85.15 $215K - $271K
5.43K $456K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-4.29K
- 17.01%
$34.72 - $36.88 $149K - $158K
20.9K $771K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-7.92K
- 8.5%
$66.31 - $74.08 $525K - $586K
85.2K $6.26M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-28.4K
- 20.8%
$6.71 - $8.78 $190K - $249K
108K $890K
NEM
Newmont Corp

Basic Materials
-11.2K
- 27.26%
$41.65 - $55.85 $467K - $626K
29.9K $1.6M
FXG
First Tr Exchange Traded First

ETFs
-2.49K
- 19.98%
$63.74 - $69.07 $159K - $172K
9.96K $680K
ROST
Ross Stores, Inc.

Consumer Cyclical
-978
- 19.03%
$136.06 - $155.24 $133K - $152K
4.16K $625K
IQV
Iqvia Holdings Inc.

Healthcare
-876
- 25.59%
$206.81 - $251.55 $181K - $220K
2.55K $603K
ARCC
Ares Capital Corp

Financial Services
-6.49K
- 4.05%
$19.8 - $21.28 $128K - $138K
154K $3.22M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-2.91K
- 13.92%
$85.03 - $94.56 $248K - $275K
18K $1.68M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-2.82K
- 11.57%
$69.61 - $79.56 $197K - $225K
21.6K $1.69M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-4.64K
- 13.61%
$25.19 - $25.5 $117K - $118K
29.5K $750K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-4.25K
- 12.94%
$61.71 - $68.15 $262K - $289K
28.6K $1.94M
ABC
Amerisourcebergen Corp

Healthcare
-631
- 7.94%
N/A
7.32K $1.35M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-8.87K
- 11.47%
$69.31 - $77.34 $615K - $686K
68.5K $5.25M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-2.54K
- 7.05%
$15.87 - $18.61 $40.3K - $47.3K
33.5K $542K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-46
- 0.22%
$49.13 - $66.72 $2.26K - $3.07K
20.7K $1.19M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-1.96K
- 30.71%
$55.83 - $66.22 $109K - $130K
4.41K $278K
HYG
Ishares Tr

ETFs
-10.8K
- 4.52%
$76.72 - $80.36 $830K - $869K
229K $18.4M
HUBS
Hubspot Inc

Technology
-38
- 2.44%
$450.09 - $592.58 $17.1K - $22.5K
1.52K $807K
CCL
Carnival Corp

Consumer Cyclical
-5.11K
- 9.29%
$14.01 - $19.18 $71.5K - $97.9K
49.9K $921K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.96K
- 8.26%
$386.81 - $423.12 $1.14M - $1.25M
32.8K $13.9M
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.63K
- 11.37%
$57.96 - $65.72 $94.2K - $107K
12.7K $757K
MELI
Mercadolibre Inc

Consumer Cyclical
-459
- 22.37%
$1591.44 - $2140.1 $730K - $982K
1.59K $3.27M
CI
Cigna Corp

Healthcare
-618
- 9.03%
$319.12 - $367.1 $197K - $227K
6.22K $2.16M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-2
- 0.17%
$402.52 - $505.35 $805 - $1.01K
1.18K $509K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-4.73K
- 15.25%
$24.07 - $24.62 $114K - $117K
26.3K $647K
MCHI
Ishares Msci China ETF

ETFs
-3.41K
- 40.78%
$40.43 - $50.98 $138K - $174K
4.95K $251K
EME
Emcor Group, Inc.

Industrials
-419
- 34.26%
$340.22 - $435.6 $143K - $183K
804 $346K
SWKS
Skyworks Solutions, Inc.

Technology
-321
- 3.69%
$96.22 - $120.68 $30.9K - $38.7K
8.38K $827K
WU
Western Union CO

Financial Services
-7.27K
- 16.28%
$11.35 - $12.97 $82.5K - $94.2K
37.4K $445K
RIO
Rio Tinto PLC

Basic Materials
-2.01K
- 23.4%
$59.71 - $71.21 $120K - $143K
6.59K $469K
GGG
Graco Inc

Industrials
-2.35K
- 17.78%
$77.82 - $87.64 $182K - $206K
10.8K $948K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-2.88K
- 3.25%
$15.5 - $16.99 $44.6K - $48.9K
85.6K $1.42M
OSK
Oshkosh Corp

Industrials
-502
- 8.78%
$97.2 - $116.02 $48.8K - $58.2K
5.22K $522K
MSM
Msc Industrial Direct CO Inc

Industrials
-1.78K
- 20.32%
$75.8 - $89.13 $135K - $159K
6.98K $600K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-1.04K
- 12.21%
$138.82 - $162.76 $145K - $169K
7.48K $1.22M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-3.26K
- 10.22%
$43.21 - $46.51 $141K - $152K
28.6K $1.33M
KMI
Kinder Morgan, Inc.

Energy
-23.3K
- 12.26%
$19.72 - $22.22 $459K - $518K
167K $3.68M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-14.7K
- 5.49%
$106.11 - $113.72 $1.56M - $1.67M
252K $28.5M
SCHO
Schwab Short Term Us Treasury

ETFs
-2.64K
- 5.85%
$47.93 - $49.06 $126K - $129K
42.4K $2.08M
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
-3.79K
- 15.7%
$23.36 - $25.92 $88.5K - $98.2K
20.3K $519K
STX
Seagate Technology Holdings PLC

Technology
-2.15K
- 9.15%
$92.1 - $110.76 $198K - $238K
21.3K $2.34M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.05K
- 8.79%
$63.28 - $70.06 $193K - $214K
31.6K $2.22M
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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