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
WU
Western Union CO

Financial Services
-33.1K
- 75.12%
$8.37 - $10.63 $277K - $352K
11K $92K
MPWR
Monolithic Power Systems Inc

Technology
-979
- 43.15%
$455.19 - $737.73 $446K - $722K
1.29K $943K
CME
Cme Group Inc.

Financial Services
-1.56K
- 25.74%
$252.37 - $290.71 $394K - $454K
4.5K $1.24M
AFL
Aflac Inc

Financial Services
-2.88K
- 26.64%
$99.77 - $112.45 $288K - $324K
7.94K $836K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-14.9K
- 36.04%
$24.54 - $25.07 $365K - $372K
26.4K $659K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-7.76K
- 58.88%
$41.9 - $50.31 $325K - $390K
5.42K $260K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-7.81K
- 35.67%
$47.09 - $48.01 $368K - $375K
14.1K $675K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-42.9K
- 67.34%
$7.6 - $8.89 $326K - $382K
20.8K $185K
KEY
Keycorp

Financial Services
-23.7K
- 60.38%
$13.23 - $17.42 $314K - $413K
15.6K $271K
ALL
Allstate Corp

Financial Services
-1.64K
- 34.31%
$180.53 - $212.64 $295K - $348K
3.13K $630K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-5.47K
- 55.38%
$62.73 - $78.42 $343K - $429K
4.4K $341K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-14.8K
- 4.91%
N/A
286K $6.79M
IWV
Ishares Russell 3000 ETF

ETFs
-2.01K
- 18.59%
$281.67 - $351.0 $566K - $705K
8.79K $3.09M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
-6.89K
- 56.35%
$46.99 - $54.77 $324K - $377K
5.34K $292K
XLB
Select Sector Spdr Fd Material

ETFs
-4.05K
- 37.06%
$74.27 - $88.92 $301K - $360K
6.88K $603K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-6.58K
- 23.84%
$68.63 - $85.78 $451K - $564K
21K $1.8M
EXC
Exelon Corp

Utilities
-6.63K
- 42.78%
$42.2 - $47.37 $280K - $314K
8.86K $384K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-5.42K
- 65.38%
$56.88 - $70.77 $308K - $384K
2.87K $203K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-13.2K
- 4.01%
$25.04 - $25.18 $332K - $334K
317K $7.98M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-13.6K
- 55.07%
$23.61 - $24.24 $320K - $329K
11.1K $268K
MET
Metlife Inc

Financial Services
-4.04K
- 21.69%
$68.42 - $82.49 $276K - $333K
14.6K $1.17M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-15.3K
- 50.49%
$20.94 - $26.47 $321K - $405K
15K $397K
MPW
Medical Properties Trust Inc

Real Estate
-39.9K
- 45.95%
$4.31 - $5.91 $172K - $236K
47K $202K
CSGP
Costar Group, Inc.

Real Estate
-4.11K
- 41.23%
$72.62 - $83.22 $298K - $342K
5.85K $470K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-5.34K
- 55.39%
$55.86 - $68.61 $298K - $367K
4.3K $295K
CAG
Conagra Brands Inc.

Consumer Defensive
-8.11K
- 33.89%
$20.4 - $26.78 $165K - $217K
15.8K $323K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-27.6K
- 55.24%
$10.78 - $11.28 $297K - $311K
22.4K $248K
FICO
Fair Isaac Corp

Technology
-162
- 18.77%
$1503.62 - $2206.01 $244K - $357K
701 $1.28M
DHI
Horton D R Inc

Consumer Cyclical
-2.44K
- 59.73%
$115.1 - $129.63 $280K - $316K
1.64K $211K
ORCC
Owl Rock Capital Corp

Financial Services
-22.8K
- 30.23%
N/A
52.7K $704K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-1.99K
- 11.91%
$162.65 - $188.71 $324K - $376K
14.7K $2.78M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-19.3K
- 27.99%
$13.37 - $15.25 $257K - $294K
49.5K $738K
GPN
Global Payments Inc

Industrials
-2K
- 25.82%
$67.47 - $99.6 $135K - $199K
5.75K $460K
ROP
Roper Technologies Inc

Industrials
-445
- 21.92%
$519.19 - $590.78 $231K - $263K
1.59K $898K
FQAL
Fidelity Covington Tr Quality

ETFs
-5.94K
- 27.76%
$57.29 - $69.63 $340K - $413K
15.4K $1.08M
HDB
Hdfc Bank LTD

Financial Services
-5.27K
- 50.36%
$63.78 - $77.48 $336K - $408K
5.19K $398K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-6.57K
- 45.45%
$30.03 - $40.05 $197K - $263K
7.88K $277K
AEE
Ameren Corp

Utilities
-2.82K
- 53.82%
$94.23 - $101.68 $266K - $287K
2.42K $232K
SPOT
Spotify Technology S.A.

Communication Services
-1.79K
- 36.02%
$503.3 - $775.9 $899K - $1.39M
3.17K $2.43M
MNST
Monster Beverage Corp

Consumer Defensive
-5.48K
- 43.89%
$55.01 - $64.24 $302K - $352K
7.01K $438K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-10.7K
- 37.82%
$26.18 - $26.93 $281K - $289K
17.6K $470K
SWK
Stanley Black & Decker, Inc.

Industrials
-3K
- 31.06%
$55.86 - $76.98 $168K - $231K
6.66K $451K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-2.93K
- 50.68%
$93.75 - $114.45 $274K - $335K
2.85K $326K
CNI
Canadian National Railway CO

Industrials
-3.12K
- 60.25%
$92.66 - $108.13 $289K - $337K
2.06K $214K
SRLN
Ssga Active Trust

ETFs
-7.62K
- 13.13%
$39.47 - $41.59 $301K - $317K
50.4K $2.1M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-12.4K
- 6.5%
$22.81 - $22.97 $284K - $286K
179K $4.11M
TROW
Price T Rowe Group Inc

Financial Services
-3.43K
- 34.55%
$80.27 - $98.06 $275K - $336K
6.49K $626K
IDV
Ishares Tr

ETFs
-13.5K
- 25.95%
$27.79 - $34.84 $375K - $470K
38.5K $1.33M
K
Kellogg CO

Consumer Defensive
-3.33K
- 53.07%
$77.85 - $82.88 $259K - $276K
2.95K $234K
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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