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
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-2.45K
- 9.29%
$49.85 - $56.22 $122K - $138K
23.9K $1.21M
CTVA
Corteva, Inc.

Basic Materials
-6.6K
- 17.75%
$55.94 - $66.15 $369K - $437K
30.6K $1.92M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-6.55K
- 8.7%
$14.93 - $16.85 $97.8K - $110K
68.8K $1.04M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-5.22K
- 17.24%
$27.95 - $30.87 $146K - $161K
25.1K $709K
AME
Ametek Inc

Industrials
-866
- 16.88%
$170.39 - $190.43 $148K - $165K
4.26K $734K
SJM
J M Smucker CO

Consumer Defensive
-1.92K
- 42.81%
$100.41 - $118.41 $193K - $228K
2.57K $304K
CHD
Church & Dwight CO Inc

Consumer Defensive
-2.32K
- 19.11%
$101.42 - $113.2 $235K - $262K
9.81K $1.08M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-6.22K
- 6.84%
$47.59 - $50.79 $296K - $316K
84.7K $4.23M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-8.06K
- 27.19%
$23.03 - $23.17 $186K - $187K
21.6K $497K
LSAF
Two Rds Shared Tr

ETFs
-2.31K
- 2.49%
$38.02 - $43.38 $87.8K - $100K
90.4K $3.57M
CB
Chubb LTD

Financial Services
-1.98K
- 12.28%
$257.71 - $301.99 $511K - $599K
14.2K $4.28M
CPRT
Copart Inc

Consumer Cyclical
-2.46K
- 4.46%
$52.3 - $59.83 $129K - $147K
52.7K $2.98M
AMP
Ameriprise Financial Inc

Financial Services
-51
- 1.57%
$472.29 - $575.13 $24.1K - $29.3K
3.19K $1.54M
HUM
Humana Inc

Healthcare
-744
- 46.21%
$249.11 - $303.11 $185K - $226K
866 $229K
AMT
American Tower Corp

Real Estate
-3.23K
- 21.08%
$173.46 - $217.6 $561K - $703K
12.1K $2.63M
HUBB
Hubbell Inc

Industrials
-54
- 2.94%
$330.91 - $456.86 $17.9K - $24.7K
1.78K $590K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.51K
- 5.7%
$37.4 - $39.42 $131K - $138K
58K $2.19M
SPGI
S&P Global Inc.

Financial Services
-571
- 4.96%
$478.26 - $543.77 $273K - $310K
10.9K $5.56M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.98K
- 22.72%
$69.82 - $78.67 $138K - $155K
6.72K $473K
CCI
Crown Castle International Corp

Real Estate
-4.42K
- 20.61%
$84.33 - $106.39 $373K - $470K
17K $1.77M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-1.7K
- 2.84%
$49.65 - $53.98 $84.5K - $91.8K
58.1K $2.9M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-770
- 19.09%
$131.2 - $160.72 $101K - $124K
3.26K $431K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-10.3K
- 4.94%
$22.42 - $23.22 $231K - $239K
198K $4.56M
VRT
Vertiv Holdings CO

Industrials
-1.91K
- 6.4%
N/A
27.9K $2.41M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-6.92K
- 18.8%
$25.06 - $25.98 $173K - $180K
29.9K $773K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
-35.8K
- 24.05%
$3.27 - $3.68 $117K - $132K
113K $373K
IGF
Ishares Global Infrastructure

ETFs
-3.2K
- 34.29%
$51.96 - $54.84 $166K - $175K
6.13K $335K
DOV
Dover Corp

Industrials
-173
- 1.72%
$174.65 - $206.43 $30.2K - $35.7K
9.86K $1.73M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-1.57K
- 21.46%
$69.32 - $78.69 $109K - $123K
5.74K $400K
PVAL
Putnam ETF Tr Putnam Focused L
-6.35K
- 6.55%
$36.8 - $39.59 $234K - $251K
90.5K $3.45M
HUSA
Houston American Energy Corp

Energy
-2.05K
- 0.84%
$0.72 - $2.3 $1.47K - $4.71K
242K $186K
SXI
Standex International Corp

Industrials
-545
- 23.99%
$160.36 - $196.08 $87.4K - $107K
1.73K $278K
DTH
Wisdomtree Tr

ETFs
-9.17K
- 17.52%
$37.33 - $43.33 $342K - $397K
43.2K $1.83M
DUOL
Duolingo, Inc.

Technology
-350
- 14.71%
$272.49 - $441.39 $95.4K - $154K
2.03K $630K
AEM
Agnico Eagle Mines LTD

Basic Materials
-17.1K
- 30.12%
$79.66 - $108.41 $1.37M - $1.86M
39.8K $4.31M
MAIN
Main Street Capital Corp

Financial Services
-901
- 2.08%
$54.71 - $63.1 $49.3K - $56.9K
42.4K $2.4M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-350
- 13.88%
$186.55 - $250.04 $65.3K - $87.5K
2.17K $437K
EVGO
E Vgo Inc.

Consumer Cyclical
-17.4K
- 25.89%
$2.37 - $4.46 $41.2K - $77.5K
49.7K $132K
MEDP
Medpace Holdings, Inc.

Healthcare
-129
- 3.62%
$304.69 - $360.97 $39.3K - $46.6K
3.44K $1.05M
DGX
Quest Diagnostics Inc

Healthcare
-1.01K
- 32.78%
N/A
2.07K $283K
GOGL
Golden Ocean Group LTD

Industrials
-13.3K
- 41.82%
$7.66 - $10.06 $102K - $134K
18.5K $147K
AZN
Astrazeneca PLC

Healthcare
-7.29K
- 14.57%
$65.37 - $77.96 $477K - $568K
42.7K $3.14M
VRIG
Invesco Actively Managed ETF F

ETFs
-5.01K
- 1.95%
$25.06 - $25.19 $126K - $126K
252K $6.33M
EUSB
Ishares Tr Esg Advanced Total

Technology
-3.9K
- 9.51%
$42.05 - $43.43 $164K - $169K
37.1K $1.61M
PSA
Public Storage

Real Estate
-445
- 8.67%
$288.99 - $313.98 $129K - $140K
4.69K $1.4M
FEX
First Tr Large Cap Core Alphde

ETFs
-1.14K
- 12.74%
$99.27 - $109.89 $113K - $125K
7.82K $801K
GOLD
Barrick Gold Corp

Basic Materials
-13.6K
- 40.79%
$15.45 - $19.56 $210K - $266K
19.8K $384K
ARES
Ares Management Corp

Financial Services
-27
- 0.64%
$140.19 - $198.28 $3.79K - $5.35K
4.2K $615K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-13.5K
- 8.06%
$10.55 - $11.13 $142K - $150K
154K $1.65M
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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email