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
DOCU
Docusign, Inc.

Technology
-6.33K
- 67.82%
$70.35 - $93.84 $445K - $594K
3K $233K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-17.4K
- 55.86%
$29.41 - $37.21 $513K - $648K
13.8K $512K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-35.8K
- 78.08%
$12.71 - $14.52 $455K - $520K
10K $139K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-4.34K
- 55.63%
$177.93 - $313.14 $772K - $1.36M
3.46K $1.08M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
-32.7K
- 74.45%
$15.54 - $23.35 $508K - $764K
11.2K $262K
QDPL
Pacer Fds Tr Metaurus Us Large
-22.8K
- 17.29%
$32.46 - $39.77 $742K - $909K
109K $4.31M
FEX
First Tr Large Cap Core Alphde

ETFs
-5.18K
- 66.23%
$90.17 - $109.96 $467K - $570K
2.64K $290K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-1.1K
- 69.1%
$430.72 - $497.52 $474K - $547K
492 $221K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-63.2K
- 75.12%
$7.05 - $8.02 $445K - $507K
20.9K $167K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-8.39K
- 32.92%
$144.94 - $210.94 $1.22M - $1.77M
17.1K $3.61M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-20.5K
- 24.74%
$23.55 - $27.67 $483K - $568K
62.4K $1.73M
FAAR
First Trust Vii Alternative Ab

ETFs
-15.9K
- 56.55%
$25.68 - $29.03 $409K - $462K
12.2K $339K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-5.98K
- 49.36%
$69.8 - $85.28 $417K - $510K
6.13K $508K
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.76K
- 7.01%
$107.93 - $110.97 $406K - $417K
49.9K $5.49M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-24.6K
- 8.94%
$19.49 - $19.66 $480K - $484K
251K $4.93M
SE
Sea LTD

Consumer Cyclical
-4.46K
- 52.77%
$105.57 - $170.4 $471K - $761K
4K $639K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-12.3K
- 56.13%
$39.29 - $60.31 $482K - $740K
9.59K $575K
NI
Nisource Inc.

Utilities
-11.4K
- 57.43%
$37.11 - $40.64 $422K - $462K
8.43K $340K
TYL
Tyler Technologies Inc

Technology
-808
- 36.25%
$521.68 - $592.84 $422K - $479K
1.42K $842K
GIS
General Mills Inc

Consumer Defensive
-3.71K
- 11.67%
$50.37 - $60.97 $187K - $226K
28.1K $1.46M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-28.7K
- 70.22%
$13.86 - $18.24 $398K - $524K
12.2K $222K
FNDX
Schwab Fundamental U S Large C

ETFs
-19.6K
- 42.98%
$20.84 - $24.54 $408K - $480K
26K $636K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-5.76K
- 32.79%
$72.12 - $76.23 $416K - $439K
11.8K $896K
DKNG
Draft Kings Inc.

Consumer Cyclical
-14.6K
- 74.36%
$31.67 - $42.89 $463K - $627K
5.04K $216K
REZ
Ishares Tr Residential And Mul

ETFs
-4.7K
- 39.59%
$76.14 - $86.35 $358K - $406K
7.17K $590K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-33.6K
- 69.25%
$11.71 - $13.88 $393K - $466K
14.9K $207K
SAP
Sap Se

Technology
-1.79K
- 53.62%
$237.53 - $309.8 $426K - $556K
1.55K $471K
NUE
Nucor Corp

Basic Materials
-3.74K
- 58.91%
$103.22 - $131.43 $386K - $492K
2.61K $338K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-9.01K
- 65.6%
$45.58 - $48.28 $410K - $435K
4.72K $228K
ABC
Amerisourcebergen Corp

Healthcare
-2.29K
- 27.87%
N/A
5.93K $1.1M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-9.6K
- 58.94%
$42.85 - $50.11 $411K - $481K
6.69K $335K
HUBS
Hubspot Inc

Technology
-723
- 64.32%
$487.07 - $672.24 $352K - $486K
401 $223K
XEL
Xcel Energy Inc

Utilities
-5.77K
- 58.04%
$65.65 - $72.39 $379K - $418K
4.17K $284K
GGG
Graco Inc

Industrials
-5.07K
- 57.93%
$74.02 - $87.26 $375K - $442K
3.68K $316K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-8.57K
- 32.75%
$38.81 - $44.28 $332K - $379K
17.6K $746K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
-8.11K
- 55.88%
$48.64 - $50.07 $395K - $406K
6.41K $317K
HTRB
Hartford Fds Total Return Bd E

ETFs
-12.1K
- 41.22%
$33.14 - $34.12 $400K - $412K
17.2K $582K
ARES
Ares Management Corp

Financial Services
-2.98K
- 71.08%
$118.04 - $175.83 $352K - $525K
1.21K $210K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-13.8K
- 68.55%
$27.26 - $34.48 $377K - $477K
6.35K $218K
EUFN
Ishares Msci Europe Financials

ETFs
-15K
- 61.82%
$24.77 - $32.27 $372K - $484K
9.27K $293K
AOR
Ishares Tr Core Growth Allocat

ETFs
-7.35K
- 47.22%
$53.36 - $61.57 $392K - $453K
8.22K $505K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-26.2K
- 33.99%
$12.21 - $13.9 $320K - $365K
51K $664K
AOK
Ishares Tr Core Conservative A

ETFs
-10.9K
- 37.06%
$36.09 - $39.07 $394K - $427K
18.6K $724K
APO
Apollo Global Management, Inc.

Financial Services
-2.92K
- 46.14%
$108.68 - $145.07 $317K - $423K
3.41K $483K
MPC
Marathon Petroleum Corp

Energy
-3.56K
- 33.93%
$118.55 - $170.08 $422K - $605K
6.93K $1.15M
OXY
Occidental Petroleum Corp

Energy
-6.91K
- 58.27%
$36.11 - $49.33 $249K - $341K
4.94K $207K
VMC
Vulcan Materials CO

Basic Materials
-1.86K
- 47.98%
$226.49 - $276.01 $421K - $513K
2.01K $525K
BMI
Badger Meter Inc

Technology
-2.24K
- 70.58%
$170.72 - $254.17 $383K - $570K
935 $229K
USRT
Ishares Core U.S. Reit ETF

ETFs
-6.42K
- 64.3%
$50.37 - $57.97 $324K - $372K
3.57K $201K
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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