Atria Wealth Solutions, Inc. Sells in Q1 2025

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRF
Cornerstone Total Return Fund Inc

Financial Services
-2.54K
- 1.51%
$7.17 - $9.1 $18.2K - $23.1K
166K $1.19M
FTHI
First Trust Exchange Traded Fd

ETFs
-1.26K
- 0.73%
$21.62 - $23.74 $27.2K - $29.9K
172K $3.76M
EQIX
Equinix Inc

Real Estate
-222
- 32.13%
$803.0 - $959.97 $178K - $213K
469 $382K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-22.2K
- 28.45%
$12.06 - $13.55 $268K - $301K
55.9K $711K
POCT
Innovator U.S. Equity Power Bu

ETFs
-5.73K
- 9.17%
$38.53 - $40.49 $221K - $232K
56.8K $2.21M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-1.48K
- 44.71%
$147.38 - $176.39 $218K - $261K
1.83K $277K
PTF
Invesco Exchange Traded Fd Tr

ETFs
-1.09K
- 7.38%
$56.97 - $77.14 $62K - $84K
13.7K $805K
OHI
Omega Healthcare Investors Inc

Real Estate
-7.2K
- 11.61%
$35.7 - $38.33 $257K - $276K
54.9K $2.09M
IWN
Ishares Russell2000 Val ETF

ETFs
-168
- 0.95%
$149.27 - $169.4 $25.1K - $28.5K
17.5K $2.65M
ABC
Amerisourcebergen Corp

Healthcare
-1.39K
- 14.49%
N/A
8.23K $1.52M
NDAQ
Nasdaq, Inc.

Financial Services
-3.22K
- 53.47%
$72.17 - $83.76 $233K - $270K
2.81K $212K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-3.38K
- 11.11%
$71.9 - $77.57 $243K - $262K
27.1K $2.01M
MSCI
Msci Inc.

Financial Services
-385
- 40.44%
$541.46 - $628.34 $208K - $242K
567 $320K
QJUN
First Tr ETF
-7.59K
- 24.17%
$26.45 - $29.15 $201K - $221K
23.8K $630K
GIS
General Mills Inc

Consumer Defensive
-1.88K
- 5.59%
$57.56 - $65.3 $108K - $123K
31.8K $1.9M
CTSH
Cognizant Technology Solutions Corp

Technology
-3.17K
- 42.24%
$75.32 - $90.7 $239K - $288K
4.33K $331K
TRV
Travelers Companies, Inc.

Financial Services
-2.47K
- 14.3%
$232.43 - $265.13 $573K - $654K
14.8K $3.91M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-2.63K
- 5.54%
$37.33 - $45.03 $98.3K - $119K
44.9K $1.72M
PSI
Invesco Exchange Traded Fd Tr

ETFs
-189
- 0.86%
$47.38 - $64.98 $8.95K - $12.3K
21.9K $1.04M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-20.3K
- 50.67%
$12.04 - $13.32 $244K - $270K
19.7K $247K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
-2.4K
- 1.02%
$16.84 - $18.41 $40.4K - $44.2K
233K $3.94M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.68K
- 4.96%
$308.86 - $455.36 $518K - $764K
32.1K $11.3M
JXN
Jackson Financial Inc.

Financial Services
-2.2K
- 13.25%
$79.36 - $97.88 $175K - $215K
14.4K $1.21M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.81K
- 43.02%
$113.22 - $126.36 $205K - $229K
2.4K $275K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.39K
- 9.83%
$77.33 - $90.16 $107K - $125K
12.7K $998K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-152
- 8.77%
$634.14 - $744.83 $96.4K - $113K
1.58K $1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2.1K
- 23.27%
$208.48 - $244.03 $437K - $511K
6.91K $1.69M
HCA
Hca Healthcare, Inc.

Healthcare
-1.2K
- 28.1%
$296.7 - $345.55 $355K - $413K
3.06K $1.06M
CNC
Centene Corp

Healthcare
-3.65K
- 37.57%
$55.93 - $65.89 $204K - $240K
6.06K $368K
DSTL
ETF Ser Solution Distillate Us

ETFs
-3.77K
- 16.92%
$53.28 - $57.28 $201K - $216K
18.5K $1.01M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-15.5K
- 57.8%
$10.61 - $16.49 $164K - $255K
11.3K $140K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.3K
- 3.33%
$48.02 - $53.02 $110K - $122K
66.6K $3.3M
FE
Firstenergy Corp

Utilities
-5.46K
- 48.26%
$37.95 - $43.5 $207K - $238K
5.86K $236K
FTSL
First Trust Senior Ln Fund

ETFs
-4.14K
- 9.98%
$45.65 - $46.48 $189K - $192K
37.3K $1.7M
NRZ
New Residential Investment Corp.

Real Estate
-29.3K
- 34.06%
N/A
56.7K $411K
STX
Seagate Technology Holdings PLC

Technology
-2.1K
- 8.85%
$84.92 - $108.42 $178K - $227K
21.6K $1.83M
AER
Aer Cap Holdings N.V.

Industrials
-2.41K
- 43.5%
$94.11 - $105.78 $227K - $255K
3.13K $320K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-558
- 2.19%
$81.05 - $95.73 $45.2K - $53.4K
25K $2.05M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-7.31K
- 36.93%
$20.76 - $29.81 $152K - $218K
12.5K $259K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-1.84K
- 9.44%
$106.46 - $114.75 $195K - $211K
17.6K $1.94M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-981
- 2.85%
$78.45 - $87.45 $77K - $85.8K
33.5K $2.66M
PARA
Paramount Global

Communication Services
-27.3K
- 33.21%
$10.16 - $12.14 $277K - $331K
54.8K $655K
SU
Suncor Energy Inc

Energy
-6.74K
- 34.14%
$34.27 - $40.63 $231K - $274K
13K $503K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-1.15K
- 4.0%
$76.17 - $85.05 $87.6K - $97.8K
27.6K $2.13M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-4.11K
- 15.26%
$44.81 - $46.22 $184K - $190K
22.8K $1.03M
EPI
Wisdomtree Tr India Earnings F

ETFs
-2.83K
- 5.81%
$40.08 - $45.85 $113K - $130K
45.9K $2.01M
PK
Park Hotels & Resorts Inc.

Real Estate
-10K
- 37.04%
$10.68 - $14.19 $107K - $142K
17K $181K
FBT
First Trust Nyse Arca Biotechn

ETFs
-1.34K
- 17.44%
$164.86 - $182.19 $220K - $243K
6.32K $1.07M
INDA
Ishares Msci India Index Fund

ETFs
-3.59K
- 38.99%
$47.8 - $53.4 $172K - $192K
5.62K $289K
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
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