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
AOM
Ishares Tr Core Moderate Alloc

ETFs
-996
- 4.55%
$42.93 - $44.71 $42.8K - $44.5K
20.9K $917K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-267
- 2.15%
$102.5 - $112.02 $27.4K - $29.9K
12.2K $1.26M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-193
- 8.5%
$96.85 - $111.39 $18.7K - $21.5K
2.08K $205K
NOCT
Innovator Growth 100 Power Buf

ETFs
-455
- 6.23%
$49.54 - $52.84 $22.5K - $24K
6.84K $340K
VVV
Valvoline Inc

Energy
-553
- 5.54%
$34.44 - $40.19 $19K - $22.2K
9.44K $328K
EEMA
Ishares Msci Emerging Markets

ETFs
-547
- 16.58%
$69.51 - $77.24 $38K - $42.3K
2.75K $203K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-3.25K
- 7.59%
$13.33 - $14.08 $43.3K - $45.8K
39.6K $549K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-862
- 10.1%
$35.29 - $36.56 $30.4K - $31.5K
7.67K $274K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
-283
- 1.84%
$110.75 - $120.15 $31.3K - $34K
15.1K $1.75M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-1.17K
- 9.58%
$13.21 - $14.63 $15.4K - $17.1K
11K $145K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-233
- 2.39%
$21.85 - $25.19 $5.09K - $5.87K
9.52K $210K
OMF
One Main Holdings, Inc.

Financial Services
-279
- 5.91%
$45.35 - $58.06 $12.7K - $16.2K
4.45K $217K
ADSK
Autodesk, Inc.

Technology
-114
- 2.32%
N/A
4.81K $1.18M
NIO
Nio Inc.

Consumer Cyclical
-350
- 0.71%
$3.75 - $5.22 $1.31K - $1.83K
48.9K $186K
CTAS
Cintas Corp

Industrials
-2.43K
- 11.75%
$182.09 - $208.14 $442K - $506K
18.2K $3.75M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-2.15K
- 4.27%
$11.17 - $11.61 $24K - $24.9K
48.1K $540K
RMD
Resmed Inc

Healthcare
-65
- 2.47%
$219.7 - $257.65 $14.3K - $16.7K
2.56K $573K
USFD
Us Foods Holding Corp.

Consumer Defensive
-308
- 9.07%
$63.38 - $72.02 $19.5K - $22.2K
3.09K $202K
NXL
Nexalin Technology, Inc.

Healthcare
-6.9K
- 39.99%
$1.91 - $3.72 $13.2K - $25.6K
10.3K $20K
TSI
Tcw Strategic Income Fund Inc

Financial Services
-5.55K
- 30.48%
$4.76 - $4.93 $26.4K - $27.4K
12.7K $61K
RVT
Royce Value Trust, Inc.

Financial Services
-472
- 3.86%
$14.07 - $16.68 $6.64K - $7.87K
11.8K $167K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-3.02K
- 0.9%
$39.61 - $42.65 $120K - $129K
333K $13.6M
RPM
Rpm International Inc

Basic Materials
-8
- 0.24%
$114.03 - $128.31 $912 - $1.03K
3.38K $390K
FXG
First Tr Exchange Traded First

ETFs
-563
- 6.13%
$62.56 - $65.85 $35.2K - $37.1K
8.63K $563K
DJP
Barclays Bank PLC

ETFs
-793
- 4.07%
N/A
18.7K $603K
RNW
Re New Energy Global PLC

Utilities
-2K
- 14.0%
$5.82 - $6.95 $11.6K - $13.9K
12.3K $72K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-2.08K
- 10.76%
$15.63 - $16.23 $32.4K - $33.7K
17.2K $274K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-1.22K
- 8.09%
$25.83 - $27.09 $31.4K - $32.9K
13.8K $368K
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
-2K
- 11.24%
$1.45 - $3.08 $2.9K - $6.16K
15.8K $23K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-660
- 2.75%
$14.19 - $15.67 $9.37K - $10.3K
23.4K $338K
DBA
Invesco Db Agriculture Fund

ETFs
-710
- 4.4%
$26.05 - $28.38 $18.5K - $20.1K
15.4K $406K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-43
- 1.73%
$105.28 - $121.93 $4.53K - $5.24K
2.45K $266K
LCID
Lucid Group, Inc.

Consumer Cyclical
-5.11K
- 31.66%
$2.03 - $3.48 $10.4K - $17.8K
11K $26K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-426
- 3.01%
$47.41 - $48.44 $20.2K - $20.6K
13.7K $653K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
-1.99K
- 15.36%
$5.91 - $6.78 $11.8K - $13.5K
11K $64K
USRT
Ishares Core U.S. Reit ETF

ETFs
-412
- 3.96%
$55.14 - $60.29 $22.7K - $24.8K
9.99K $575K
ALLY
Ally Financial Inc.

Financial Services
-865
- 3.89%
$32.99 - $40.09 $28.5K - $34.7K
21.4K $778K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-1.38K
- 4.48%
$20.05 - $20.4 $27.6K - $28K
29.3K $596K
GALT
Galectin Therapeutics Inc

Healthcare
-21.1K
- 10.19%
$1.1 - $1.76 $23.2K - $37.1K
186K $226K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-28
- 0.43%
$77.0 - $93.47 $2.16K - $2.62K
6.46K $539K
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
-607
- 6.21%
$34.85 - $36.87 $21.2K - $22.4K
9.17K $330K
DDD
3 D Systems Corp

Technology
-400
- 2.64%
$2.12 - $4.72 $848 - $1.89K
14.8K $31K
TXT
Textron Inc

Industrials
-2
- 0.05%
$70.19 - $81.2 $140 - $162
4.2K $303K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-541
- 2.81%
$39.96 - $43.3 $21.6K - $23.4K
18.7K $771K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-553
- 3.7%
$38.0 - $38.88 $21K - $21.5K
14.4K $550K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-1.05K
- 5.92%
$19.66 - $20.09 $20.5K - $21K
16.6K $329K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-404
- 2.01%
$35.26 - $36.57 $14.2K - $14.8K
19.7K $700K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-100
- 0.89%
$39.11 - $41.9 $3.91K - $4.19K
11.2K $442K
OPK
Opko Health, Inc.

Healthcare
-12.4K
- 55.36%
$1.45 - $1.94 $18K - $24.1K
10K $16K
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
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