Atria Wealth Solutions, Inc. Sells in Q2 2025

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
-25.2K
- 24.75%
$40.94 - $52.1 $1.03M - $1.31M
76.7K $4M
ABNB
Airbnb, Inc.

Consumer Cyclical
-6.88K
- 40.98%
$105.69 - $140.64 $727K - $967K
9.91K $1.31M
FTNT
Fortinet, Inc.

Technology
-9.94K
- 26.22%
$84.71 - $108.69 $842K - $1.08M
28K $2.96M
ROL
Rollins Inc

Consumer Cyclical
-13.3K
- 52.82%
$50.65 - $58.58 $675K - $781K
11.9K $671K
YUM
Yum Brands Inc

Consumer Cyclical
-3.91K
- 33.07%
$138.36 - $161.45 $540K - $631K
7.91K $1.17M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-12.6K
- 44.05%
$57.41 - $74.81 $721K - $939K
15.9K $1.18M
SCHO
Schwab Short Term Us Treasury

ETFs
-27.8K
- 34.76%
$24.19 - $24.45 $672K - $679K
52.1K $1.27M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-4.81K
- 47.07%
$144.63 - $179.53 $696K - $864K
5.41K $890K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-9.04K
- 40.3%
$78.98 - $90.1 $714K - $814K
13.4K $1.21M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-28.1K
- 38.42%
$20.16 - $23.26 $567K - $654K
45.1K $983K
WST
West Pharmaceutical Services Inc

Healthcare
-2.9K
- 72.07%
$190.39 - $227.7 $552K - $660K
1.12K $245K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-8.59K
- 45.44%
$72.61 - $88.75 $623K - $762K
10.3K $915K
FN
Fabrinet

Technology
-4K
- 73.23%
$171.03 - $298.93 $683K - $1.19M
1.46K $430K
CSX
Csx Corp

Industrials
-24.5K
- 50.35%
$26.69 - $32.91 $653K - $805K
24.1K $787K
ADSK
Autodesk, Inc.

Technology
-2.59K
- 53.86%
N/A
2.22K $545K
TDG
Trans Digm Group Inc

Industrials
-474
- 76.08%
$1231.75 - $1520.64 $584K - $721K
149 $226K
APP
App Lovin Corp

Technology
-3.09K
- 58.69%
$219.37 - $417.89 $678K - $1.29M
2.18K $761K
CHKP
Check Point Software Technologies LTD

Technology
-2.74K
- 71.69%
$204.26 - $233.47 $559K - $639K
1.08K $238K
SNA
Snap On Inc

Industrials
-1.72K
- 48.96%
$292.36 - $342.2 $503K - $589K
1.79K $557K
FBT
First Trust Nyse Arca Biotechn

ETFs
-3.52K
- 55.66%
$145.67 - $165.99 $512K - $584K
2.8K $452K
MCO
Moodys Corp

Financial Services
-1.49K
- 41.56%
$396.7 - $501.59 $591K - $747K
2.1K $1.05M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-26.7K
- 33.2%
$22.66 - $23.41 $604K - $624K
53.7K $1.25M
STT
State Street Corp

Financial Services
-9.71K
- 38.01%
$75.33 - $106.34 $732K - $1.03M
15.8K $1.68M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-13.2K
- 57.86%
$43.63 - $45.4 $577K - $600K
9.62K $429K
SNY
Sanofi

Healthcare
-10.1K
- 63.42%
$47.62 - $55.44 $479K - $557K
5.8K $280K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-17.1K
- 30.13%
$32.99 - $38.56 $563K - $658K
39.6K $1.5M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-18.4K
- 31.62%
$35.3 - $40.46 $648K - $742K
39.7K $1.61M
NEM
Newmont Corp

Basic Materials
-14.2K
- 58.62%
$44.18 - $59.46 $626K - $843K
10K $583K
KMX
Carmax Inc

Consumer Cyclical
-6.86K
- 62.22%
$62.27 - $82.77 $427K - $568K
4.17K $279K
UL
Unilever PLC

Consumer Defensive
-11.5K
- 15.16%
$57.9 - $65.43 $664K - $750K
64.2K $3.93M
AWK
American Water Works Company, Inc.

Utilities
-3.57K
- 37.06%
$133.82 - $151.96 $478K - $543K
6.07K $843K
DNP
Dnp Select Income Fund Inc

Financial Services
-58.2K
- 65.39%
$8.89 - $9.88 $517K - $575K
30.8K $301K
IGM
Ishares Expanded Tech Sector E

ETFs
-6.9K
- 75.82%
$79.8 - $112.34 $550K - $775K
2.2K $247K
WCN
Waste Connections, Inc.

Industrials
-2.88K
- 65.13%
$183.26 - $199.95 $529K - $577K
1.54K $288K
TTD
Trade Desk, Inc.

Technology
-13K
- 61.91%
$45.27 - $79.4 $590K - $1.03M
8.01K $576K
HCA
Hca Healthcare, Inc.

Healthcare
-1.8K
- 58.66%
$317.61 - $387.52 $570K - $696K
1.27K $484K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-13.7K
- 21.76%
$42.62 - $45.37 $585K - $623K
49.4K $2.24M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-32K
- 34.49%
$13.96 - $16.51 $447K - $528K
60.7K $988K
BP
Bp PLC

Energy
-13.6K
- 32.97%
$26.11 - $33.81 $354K - $459K
27.6K $825K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-7.64K
- 30.29%
$122.04 - $169.14 $932K - $1.29M
17.6K $2.97M
MGC
Vanguard Mega Cap ETF

ETFs
-3.96K
- 27.77%
$179.23 - $224.92 $709K - $890K
10.3K $2.31M
SQ
Block, Inc.

Technology
-9.61K
- 63.37%
N/A
5.55K $317K
KHC
Kraft Heinz CO

Consumer Defensive
-14K
- 34.48%
$25.61 - $30.81 $360K - $433K
26.7K $689K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-11K
- 26.77%
$58.13 - $69.92 $640K - $770K
30.1K $2.11M
VDC
Vanguard Consumer Staples ETF

ETFs
-2.54K
- 3.47%
$204.89 - $224.73 $520K - $571K
70.6K $15.5M
NRG
Nrg Energy, Inc.

Utilities
-11.9K
- 56.31%
$83.61 - $162.67 $999K - $1.94M
9.27K $1.49M
WEC
Wec Energy Group, Inc.

Utilities
-4.73K
- 50.23%
$102.24 - $109.76 $483K - $519K
4.68K $488K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-12.2K
- 41.29%
$50.44 - $64.81 $614K - $788K
17.3K $1.12M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-10.7K
- 21.42%
$49.73 - $51.44 $530K - $548K
39.1K $2.01M
Activity Summary
Buys All Purchases 368 New Holdings 119 Increased Positions 249 Sells All Sells 1031 Reductions 1031 Sold out 0 Options Calls 0 Puts 1
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