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
TFC
Truist Financial Corp

Financial Services
-7.55K
- 25.22%
$34.79 - $42.99 $263K - $324K
22.4K $961K
XYL
Xylem Inc.

Industrials
-2.66K
- 35.79%
$102.86 - $129.5 $273K - $344K
4.76K $616K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-6.8K
- 49.39%
$39.59 - $44.69 $269K - $304K
6.96K $311K
JXN
Jackson Financial Inc.

Financial Services
-3.79K
- 26.3%
$70.35 - $89.5 $266K - $339K
10.6K $942K
SU
Suncor Energy Inc

Energy
-6.47K
- 49.8%
$31.54 - $41.04 $204K - $266K
6.52K $244K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-7.01K
- 16.08%
$20.83 - $25.75 $146K - $181K
36.6K $858K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-4.09K
- 44.35%
$70.56 - $92.75 $288K - $379K
5.13K $460K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-16.8K
- 40.54%
$17.11 - $21.71 $288K - $366K
24.7K $536K
PSA
Public Storage

Real Estate
-766
- 16.34%
$266.31 - $309.77 $204K - $237K
3.92K $1.15M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.87K
- 42.7%
$53.23 - $70.65 $153K - $203K
3.85K $222K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-9.76K
- 24.69%
$24.96 - $25.5 $244K - $249K
29.8K $759K
QLD
Proshares Ultra Qqq

ETFs
-3.39K
- 63.82%
$69.34 - $117.71 $235K - $399K
1.92K $226K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-4.82K
- 31.17%
$65.04 - $82.18 $313K - $396K
10.6K $874K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-17.5K
- 51.23%
$13.7 - $14.3 $240K - $250K
16.6K $238K
PPL
Ppl Corp

Utilities
-5.81K
- 27.96%
$33.45 - $36.5 $194K - $212K
15K $507K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-6.12K
- 29.26%
$41.55 - $46.04 $254K - $282K
14.8K $680K
MKC
Mccormick & CO Inc

Consumer Defensive
-2.57K
- 39.53%
$71.11 - $82.25 $183K - $212K
3.94K $298K
GVI
Ishares Tr

ETFs
-2.24K
- 33.8%
$104.82 - $106.79 $235K - $239K
4.39K $468K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-4.86K
- 46.07%
$44.22 - $52.08 $215K - $253K
5.69K $295K
GAB
Gabelli Equity Trust Inc

Financial Services
-44.4K
- 51.36%
$4.97 - $5.87 $221K - $261K
42K $244K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-6.13K
- 47.87%
$34.78 - $43.42 $213K - $266K
6.67K $288K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-4.06K
- 48.71%
$55.15 - $68.11 $224K - $277K
4.28K $291K
VEEV
Veeva Systems Inc

Healthcare
-1.62K
- 37.11%
$209.39 - $289.94 $338K - $469K
2.74K $788K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-3.17K
- 23.64%
$68.45 - $79.52 $217K - $252K
10.3K $815K
PKG
Packaging Corp Of America

Consumer Cyclical
-903
- 19.38%
$175.97 - $201.36 $159K - $182K
3.76K $707K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-8.28K
- 20.35%
$37.66 - $43.85 $312K - $363K
32.4K $1.42M
JOBY
Joby Aviation, Inc.

Industrials
-48.9K
- 73.43%
$5.33 - $10.55 $261K - $516K
17.7K $186K
LECO
Lincoln Electric Holdings Inc

Industrials
-1.54K
- 26.6%
$167.18 - $211.38 $257K - $325K
4.24K $878K
EW
Edwards Lifesciences Corp

Healthcare
-3.22K
- 48.32%
$67.07 - $78.22 $216K - $252K
3.44K $269K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-9.03K
- 3.71%
$23.29 - $23.38 $210K - $211K
234K $5.47M
ANSS
Ansys Inc

Technology
-751
- 50.92%
$284.19 - $351.22 $213K - $264K
724 $254K
ADM
Archer Daniels Midland CO

Consumer Defensive
-4.85K
- 49.92%
$41.79 - $54.16 $203K - $263K
4.87K $257K
CBRE
Cbre Group, Inc.

Real Estate
-1.84K
- 34.91%
$113.94 - $140.12 $209K - $257K
3.42K $479K
UTG
Reaves Utility Income Fund

Financial Services
-12.1K
- 19.13%
$29.08 - $36.18 $350K - $436K
50.9K $1.84M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-8.81K
- 35.14%
$25.96 - $30.99 $229K - $273K
16.3K $503K
VNLA
Janus Henderson Short Duration

ETFs
-4.25K
- 9.15%
$48.74 - $49.2 $207K - $209K
42.2K $2.07M
PAYC
Paycom Software, Inc.

Technology
-995
- 45.39%
$193.07 - $265.71 $192K - $264K
1.2K $276K
NRZ
New Residential Investment Corp.

Real Estate
-27.5K
- 48.43%
N/A
29.3K $212K
NSC
Norfolk Southern Corp

Industrials
-1.23K
- 20.3%
$206.34 - $257.46 $253K - $315K
4.81K $1.23M
WDAY
Workday, Inc.

Technology
-897
- 32.41%
$210.47 - $274.71 $189K - $246K
1.87K $449K
VV
Vanguard Large Cap ETF

ETFs
-3.47K
- 12.28%
$228.25 - $285.3 $793K - $991K
24.8K $7.07M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-8.42K
- 14.04%
$101.93 - $128.63 $858K - $1.08M
51.6K $6.63M
EEM
Ishares Msci Emerging Markets

ETFs
-10.7K
- 14.83%
$38.52 - $48.28 $413K - $518K
61.6K $2.97M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-3.82K
- 11.48%
$56.84 - $65.5 $217K - $250K
29.5K $1.93M
AM
Antero Midstream Corp

Energy
-11.3K
- 35.31%
$15.88 - $18.99 $179K - $214K
20.6K $390K
FV
First Trust Dorsey Wright Focu

ETFs
-5.17K
- 18.09%
$48.43 - $59.26 $250K - $306K
23.4K $1.39M
ARKW
Ark Next Generation Internet E

ETFs
-3.97K
- 51.72%
$82.77 - $147.9 $329K - $588K
3.71K $547K
SCHW
Schwab Charles Corp

Financial Services
-6.29K
- 20.7%
$69.06 - $91.24 $434K - $574K
24.1K $2.2M
HPQ
Hp Inc

Technology
-2.47K
- 6.8%
$21.88 - $29.32 $54K - $72.4K
33.9K $828K
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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