Atria Wealth Solutions, Inc. Sells in Q3 2024

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RWT
Redwood Trust Inc

Real Estate
-3.4K
- 3.12%
$6.37 - $8.08 $21.7K - $27.5K
106K $815K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-640
- 2.34%
$28.7 - $35.25 $18.4K - $22.6K
26.7K $918K
SYK
Stryker Corp

Healthcare
-672
- 3.98%
$315.94 - $371.96 $212K - $250K
16.2K $5.86M
UMBF
Umb Financial Corp

Financial Services
-76
- 1.36%
$81.41 - $108.94 $6.19K - $8.28K
5.53K $580K
KMB
Kimberly Clark Corp

Consumer Defensive
-759
- 1.37%
$135.05 - $148.35 $103K - $113K
54.6K $7.76M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.31K
- 2.14%
$54.38 - $59.77 $71K - $78K
59.7K $3.54M
ZTS
Zoetis Inc.

Healthcare
-1.31K
- 7.71%
$172.58 - $196.48 $227K - $258K
15.7K $3.07M
ABR
Arbor Realty Trust Inc

Real Estate
-7.41K
- 3.8%
$12.89 - $15.66 $95.5K - $116K
188K $2.92M
L
Loews Corp

Financial Services
-178
- 0.56%
$73.76 - $81.96 $13.1K - $14.6K
31.7K $2.51M
CTVA
Corteva, Inc.

Basic Materials
-761
- 2.18%
$50.72 - $58.78 $38.6K - $44.7K
34.1K $2.01M
RKLB
Rocket Lab Usa, Inc.

Industrials
-12K
- 23.81%
$4.54 - $9.78 $54.5K - $117K
38.4K $372K
IOT
Samsara Inc.

Technology
-1.03K
- 8.23%
$34.85 - $49.75 $36K - $51.4K
11.5K $554K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-333
- 1.31%
$73.43 - $80.37 $24.5K - $26.8K
25K $2.01M
NFLX
Netflix Inc

Communication Services
-1.09K
- 4.12%
$598.55 - $722.26 $649K - $784K
25.2K $17.9M
FTNT
Fortinet, Inc.

Technology
-9.42K
- 18.79%
$55.39 - $77.55 $522K - $730K
40.7K $3.16M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-440
- 4.81%
$150.01 - $182.29 $66K - $80.2K
8.71K $1.58M
WMB
Williams Companies, Inc.

Energy
-525
- 1.03%
$41.24 - $46.22 $21.7K - $24.3K
50.7K $2.31M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-1.32K
- 4.34%
$41.22 - $51.19 $54.4K - $67.5K
29.1K $1.42M
SIL
Global X Silver Miners ETF

ETFs
-231
- 0.6%
$29.58 - $37.45 $6.83K - $8.65K
38.1K $1.34M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-839
- 2.59%
$69.7 - $76.81 $58.5K - $64.4K
31.6K $2.42M
NIO
Nio Inc.

Consumer Cyclical
-592
- 0.99%
$3.67 - $6.68 $2.17K - $3.95K
59.1K $394K
ROKU
Roku, Inc

Communication Services
-517
- 4.09%
$51.67 - $77.48 $26.7K - $40.1K
12.1K $906K
FDRR
Fidelity Covington Tr Divid Et

ETFs
-989
- 1.61%
$46.51 - $51.5 $46K - $50.9K
60.6K $3.12M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-61
- 0.11%
$92.1 - $95.52 $5.62K - $5.83K
55.7K $5.31M
EBAY
Ebay Inc

Consumer Cyclical
-1.24K
- 6.15%
$52.61 - $65.44 $65.4K - $81.4K
19K $1.24M
SHOP
Shopify Inc.

Technology
-11.3K
- 15.03%
$52.26 - $80.75 $592K - $915K
64.1K $5.14M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.37K
- 1.67%
$45.2 - $47.87 $107K - $113K
139K $6.62M
PECO
Phillips Edison & Company, Inc.

Real Estate
-4.95K
- 6.86%
$32.1 - $38.93 $159K - $193K
67.1K $2.53M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-981
- 0.61%
$51.02 - $52.74 $50.1K - $51.7K
161K $8.48M
VGIT
Vanguard Intermediate Term Tre

ETFs
-263
- 0.29%
$57.8 - $60.8 $15.2K - $16K
90.6K $5.47M
DEO
Diageo PLC

Consumer Defensive
-29
- 0.22%
$120.02 - $140.77 $3.48K - $4.08K
13.1K $1.84M
USB
Us Bancorp \De\

Financial Services
-3.55K
- 5.99%
$39.04 - $47.23 $139K - $168K
55.8K $2.55M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-2.55K
- 5.12%
$72.52 - $82.35 $185K - $210K
47.3K $3.87M
VEEV
Veeva Systems Inc

Healthcare
-701
- 5.36%
$180.43 - $223.9 $126K - $157K
12.4K $2.6M
NKE
Nike, Inc.

Consumer Cyclical
-4.52K
- 9.61%
$71.09 - $89.44 $322K - $405K
42.5K $3.76M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.88K
- 2.54%
$46.17 - $51.13 $86.8K - $96.1K
72K $3.68M
SLV
I Shares Silver Trust

ETFs
-17.7K
- 4.44%
$24.33 - $29.38 $432K - $521K
382K $10.9M
AXON
Axon Enterprise, Inc.

Industrials
-486
- 12.01%
$286.16 - $399.6 $139K - $194K
3.56K $1.42M
MCO
Moodys Corp

Financial Services
-178
- 2.92%
$421.49 - $494.67 $75K - $88.1K
5.93K $2.81M
EIX
Edison International

Utilities
-2
- 0.01%
$71.19 - $87.72 $142 - $175
16.7K $1.45M
NSC
Norfolk Southern Corp

Industrials
-259
- 2.72%
$213.75 - $259.69 $55.4K - $67.3K
9.26K $2.3M
VT
Vanguard Total World Stk Index

ETFs
-345
- 0.82%
$107.72 - $119.96 $37.2K - $41.4K
41.9K $5.01M
DSTL
ETF Ser Solution Distillate Us

ETFs
-31
- 0.06%
$50.87 - $56.8 $1.58K - $1.76K
49.8K $2.82M
STT
State Street Corp

Financial Services
-612
- 2.77%
$73.37 - $89.31 $44.9K - $54.7K
21.5K $1.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-8.54K
- 14.78%
$245.82 - $304.51 $2.1M - $2.6M
49.3K $15M
TRV
Travelers Companies, Inc.

Financial Services
-1.22K
- 6.73%
$201.87 - $242.35 $246K - $296K
16.9K $3.96M
AGNC
Agnc Investment Corp.

Real Estate
-10.2K
- 2.43%
$9.48 - $10.66 $96.6K - $109K
409K $4.28M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-914
- 0.99%
$48.89 - $54.14 $44.7K - $49.5K
91.3K $4.86M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-570
- 1.01%
$68.79 - $76.02 $39.2K - $43.3K
56K $4.25M
Activity Summary
Buys All Purchases 852 New Holdings 149 Increased Positions 703 Sells All Sells 945 Reductions 945 Sold out 0 Options Calls 8 Puts 5
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