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
AEYE
Audioeye Inc

Technology
-500
- 2.44%
$9.95 - $14.05 $4.98K - $7.03K
20K $232K
FPI
Farmland Partners Inc.

Real Estate
-48
- 0.24%
$9.8 - $11.79 $470 - $566
20.3K $233K
XRX
Xerox Holdings Corp

Technology
-620
- 2.51%
$3.64 - $5.95 $2.26K - $3.69K
24.1K $126K
ALLE
Allegion PLC

Industrials
-224
- 7.66%
$118.52 - $145.64 $26.5K - $32.6K
2.7K $389K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-40
- 1.92%
$86.58 - $104.98 $3.46K - $4.2K
2.04K $213K
ZBRA
Zebra Technologies Corp

Technology
-40
- 4.95%
$213.54 - $309.26 $8.54K - $12.4K
768 $236K
OMFL
Invesco Exchange Traded Self I

ETFs
-523
- 5.95%
$48.43 - $57.78 $25.3K - $30.2K
8.26K $477K
IR
Ingersoll Rand Inc.

Industrials
-146
- 2.12%
$66.75 - $84.94 $9.75K - $12.4K
6.75K $561K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-17
- 0.19%
$37.32 - $42.19 $634 - $717
9.04K $381K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-70
- 4.45%
$162.37 - $200.76 $11.4K - $14.1K
1.5K $284K
FNDF
Schwab Fundamental Intl Large

ETFs
-3.13K
- 8.73%
$32.25 - $40.02 $101K - $125K
32.8K $1.31M
HBAN
Huntington Bancshares Inc

Financial Services
-1.56K
- 6.22%
$12.49 - $16.76 $19.5K - $26.1K
23.5K $393K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-697
- 4.6%
$37.51 - $45.52 $26.1K - $31.7K
14.5K $654K
IAT
Ishares Tr

ETFs
-131
- 1.57%
$39.71 - $49.55 $5.2K - $6.49K
8.21K $406K
PARA
Paramount Global

Communication Services
-2.58K
- 4.71%
$10.65 - $12.9 $27.5K - $33.3K
52.3K $674K
VVV
Valvoline Inc

Energy
-273
- 2.89%
$31.48 - $38.2 $8.59K - $10.4K
9.16K $347K
EQT
Eqt Corp

Energy
-29
- 0.62%
$46.11 - $60.44 $1.34K - $1.75K
4.61K $269K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-1.28K
- 2.69%
$4.41 - $5.47 $5.65K - $7.01K
46.3K $253K
AGOX
Starboard Invt Tr

ETFs
-2.29K
- 12.96%
$23.19 - $29.58 $53K - $67.6K
15.3K $453K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
-1.13K
- 5.18%
$16.45 - $20.92 $18.5K - $23.5K
20.6K $430K
HII
Huntington Ingalls Industries, Inc.

Industrials
-63
- 5.88%
$183.31 - $241.46 $11.5K - $15.2K
1.01K $243K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-245
- 3.78%
$75.29 - $91.16 $18.4K - $22.3K
6.24K $562K
EMGF
Ishares Msci Emerging Markets

ETFs
-64
- 1.15%
$41.37 - $52.07 $2.65K - $3.33K
5.52K $287K
VTHR
Vanguard Russell 3000 ETF

ETFs
-69
- 4.05%
$218.71 - $272.75 $15.1K - $18.8K
1.64K $446K
JSML
Janus Detroit Str Tr Henderson

ETFs
-33
- 0.71%
$54.0 - $67.45 $1.78K - $2.23K
4.59K $309K
FTI
Technip Fmc PLC

Energy
-461
- 2.85%
$23.18 - $35.33 $10.7K - $16.3K
15.7K $540K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-16.8K
- 17.47%
$82.32 - $112.47 $1.38M - $1.89M
79.3K $8.92M
WBS
Webster Financial Corp

Financial Services
-88
- 0.76%
$41.76 - $54.91 $3.67K - $4.83K
11.5K $626K
RS
Reliance Steel & Aluminum CO

Basic Materials
-6
- 0.45%
$262.08 - $316.81 $1.57K - $1.9K
1.32K $414K
UGI
Ugi Corp

Utilities
-786
- 4.44%
$30.18 - $36.59 $23.7K - $28.8K
16.9K $616K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-793
- 4.71%
$24.94 - $31.15 $19.8K - $24.7K
16.1K $499K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-63
- 0.56%
$36.71 - $42.81 $2.31K - $2.7K
11.1K $475K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.8K
- 6.29%
$29.12 - $35.84 $111K - $136K
56.5K $2.03M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-827
- 5.69%
$70.44 - $86.87 $58.3K - $71.8K
13.7K $1.19M
FUBO
Fubo Tv Inc.

Communication Services
-100
- 0.24%
$2.42 - $3.86 $242 - $386
42.3K $163K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-527
- 1.73%
$20.42 - $25.3 $10.8K - $13.3K
30K $759K
FDN
First Tr Fd Dow Jones

ETFs
-1.6K
- 15.83%
$200.29 - $269.33 $321K - $432K
8.53K $2.3M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-298
- 0.25%
$33.92 - $37.71 $10.1K - $11.2K
118K $4.46M
INSM
Insmed Inc

Healthcare
-881
- 15.89%
$64.81 - $105.9 $57.1K - $93.3K
4.66K $469K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.84K
- 4.76%
$17.76 - $22.1 $32.7K - $40.6K
36.8K $814K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-516
- 1.33%
$26.18 - $30.91 $13.5K - $15.9K
38.3K $1.15M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-200
- 1.09%
$16.12 - $20.75 $3.22K - $4.15K
18.2K $378K
CCK
Crown Holdings Inc

Consumer Cyclical
-217
- 4.03%
$78.47 - $104.45 $17K - $22.7K
5.17K $532K
NJUL
Innovator Growth 100 Power Buf

Technology
-206
- 2.51%
$56.05 - $68.06 $11.5K - $14K
7.99K $544K
FIW
First Trust Water ETF

ETFs
-275
- 2.11%
$90.26 - $108.05 $24.8K - $29.7K
12.8K $1.38M
ENVX
Enovix Corp

Industrials
-754
- 2.92%
$5.46 - $10.53 $4.12K - $7.94K
25.1K $259K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.16K
- 4.76%
$60.34 - $74.89 $69.9K - $86.7K
23.2K $1.74M
AVDV
American Centy ETF Tr Avantis

ETFs
-832
- 5.13%
$61.76 - $79.32 $51.4K - $66K
15.4K $1.22M
VOE
Vanguard Mid Cap Value Index F

ETFs
-113
- 0.41%
$141.87 - $164.49 $16K - $18.6K
27.7K $4.56M
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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email