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
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-1.68K
- 6.2%
$65.1 - $75.98 $109K - $128K
25.4K $1.93M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-2.08K
- 6.32%
$70.7 - $82.14 $147K - $171K
30.8K $2.53M
LDOS
Leidos Holdings, Inc.

Technology
-1.13K
- 24.96%
$132.9 - $160.3 $150K - $181K
3.4K $536K
NET
Cloudflare, Inc.

Technology
-3.36K
- 47.71%
$97.08 - $195.83 $326K - $658K
3.68K $721K
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
-2.2K
- 8.88%
$20.23 - $22.95 $44.4K - $50.4K
22.5K $493K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-549
- 20.53%
$105.8 - $131.55 $58.1K - $72.2K
2.13K $273K
EXR
Extra Space Storage Inc.

Real Estate
-358
- 5.73%
$126.61 - $152.99 $45.3K - $54.8K
5.89K $868K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-2.66K
- 17.52%
$23.33 - $24.01 $62.2K - $64K
12.5K $301K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.61K
- 13.71%
$44.8 - $53.97 $72.1K - $86.8K
10.1K $546K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-2.37K
- 12.96%
$19.39 - $20.21 $45.9K - $47.9K
15.9K $311K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-2.58K
- 11.92%
$21.37 - $22.67 $55.2K - $58.6K
19.1K $430K
MLM
Martin Marietta Materials Inc

Basic Materials
-438
- 16.94%
$452.51 - $568.19 $198K - $249K
2.15K $1.18M
ITB
Ishares Tr

ETFs
-532
- 16.61%
$85.52 - $96.61 $45.5K - $51.4K
2.67K $248K
VGLT
Vanguard Long Term Treasury Et

ETFs
-838
- 16.74%
$53.66 - $58.71 $45K - $49.2K
4.17K $233K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-7.12K
- 32.01%
$7.2 - $8.65 $51.2K - $61.5K
15.1K $130K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-4.63K
- 30.89%
$9.72 - $10.39 $45K - $48.1K
10.4K $102K
RMD
Resmed Inc

Healthcare
-536
- 20.91%
$204.54 - $258.0 $110K - $138K
2.03K $522K
BR
Broadridge Financial Solutions, Inc.

Technology
-205
- 17.87%
$217.22 - $246.25 $44.5K - $50.5K
942 $228K
LX
Lexin Fintech Holdings Ltd.

Financial Services
-1K
- 6.8%
$6.57 - $10.4 $6.57K - $10.4K
13.7K $98K
CF
Cf Industries Holdings, Inc.

Basic Materials
-1.04K
- 30.59%
$68.47 - $102.48 $71.2K - $107K
2.36K $217K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
-12.9K
- 45.07%
$3.25 - $3.85 $42K - $49.8K
15.8K $60K
TRU
Trans Union

Industrials
-737
- 20.05%
$69.26 - $91.89 $51K - $67.7K
2.94K $258K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-884
- 9.56%
$50.52 - $50.92 $44.7K - $45K
8.37K $425K
PEG
Public Service Enterprise Group Inc

Utilities
-847
- 6.04%
$77.13 - $84.18 $65.3K - $71.3K
13.2K $1.11M
MSM
Msc Industrial Direct CO Inc

Industrials
-851
- 21.63%
$70.15 - $85.48 $59.7K - $72.7K
3.08K $262K
OKTA
Okta, Inc.

Technology
-277
- 9.77%
$91.24 - $127.3 $25.3K - $35.3K
2.56K $255K
IYK
Ishares U.S. Consumer Staples

ETFs
-514
- 9.37%
$67.29 - $72.42 $34.6K - $37.2K
4.97K $350K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-1.88K
- 4.74%
$12.24 - $13.88 $23K - $26K
37.7K $508K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-1.88K
- 1.25%
$22.98 - $23.27 $43.1K - $43.7K
148K $3.44M
HEQT
Simplify Exchange Traded Fds H
-1.75K
- 17.96%
$27.22 - $30.05 $47.7K - $52.7K
8.01K $240K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-2.58K
- 8.55%
$52.8 - $63.87 $136K - $165K
27.6K $1.76M
FXG
First Tr Exchange Traded First

ETFs
-295
- 3.42%
$61.21 - $66.04 $18.1K - $19.5K
8.33K $527K
UMBF
Umb Financial Corp

Financial Services
-483
- 13.31%
$86.4 - $107.99 $41.7K - $52.2K
3.15K $330K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-1.29K
- 19.14%
$35.8 - $41.07 $46.1K - $52.9K
5.44K $223K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-1.11K
- 7.09%
$60.86 - $71.29 $67.3K - $78.8K
14.5K $1.03M
AVLV
American Centy ETF Tr Avantis
-810
- 11.45%
$56.85 - $68.21 $46K - $55.3K
6.26K $427K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-133
- 6.13%
$167.22 - $212.42 $22.2K - $28.3K
2.04K $403K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-209
- 11.76%
$136.63 - $176.62 $28.6K - $36.9K
1.57K $264K
EME
Emcor Group, Inc.

Industrials
-275
- 40.03%
$342.02 - $534.89 $94.1K - $147K
412 $220K
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
-1.11K
- 10.34%
$25.41 - $29.04 $28.2K - $32.2K
9.61K $276K
DRI
Darden Restaurants Inc

Consumer Cyclical
-307
- 8.98%
$186.58 - $225.78 $57.3K - $69.3K
3.11K $678K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-841
- 8.67%
$54.44 - $62.8 $45.8K - $52.8K
8.86K $556K
TLRY
Tilray Brands, Inc.

Healthcare
-42K
- 70.27%
$0.36 - $0.65 $15.1K - $27.3K
17.8K $7K
ENFR
Alerian Energy Infrastructure

ETFs
-651
- 3.49%
$28.49 - $33.44 $18.5K - $21.8K
18K $580K
CGAU
Centerra Gold Inc.

Basic Materials
-15K
- 16.67%
$5.52 - $7.58 $82.8K - $114K
75K $540K
WBIL
Absolute Shs Tr Wbi Bullbear Q

ETFs
-1.12K
- 11.0%
$28.25 - $32.53 $31.6K - $36.4K
9.07K $294K
DAL
Delta Air Lines, Inc.

Industrials
-1.78K
- 16.72%
$35.88 - $52.99 $63.9K - $94.3K
8.87K $436K
JRS
Nuveen Real Estate Income Fund

Financial Services
-2.1K
- 7.8%
$6.92 - $8.3 $14.5K - $17.4K
24.8K $193K
PFG
Principal Financial Group Inc

Financial Services
-26
- 0.51%
$69.56 - $86.19 $1.81K - $2.24K
5.06K $402K
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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