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
MBB
Ishares Tr

ETFs
-33.6K
- 9.73%
$90.37 - $94.08 $3.03M - $3.16M
311K $29.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-3.15K
- 0.35%
$48.06 - $53.73 $151K - $169K
887K $43.3M
ORCL
Oracle Corp

Technology
-2.26K
- 3.05%
$139.81 - $186.47 $316K - $422K
71.9K $10M
TDIV
First Trust Nasdaq Technology

ETFs
-24.5K
- 24.03%
$73.39 - $83.95 $1.8M - $2.06M
77.4K $5.7M
DIS
Walt Disney CO

Communication Services
-4.95K
- 3.52%
$96.87 - $114.0 $480K - $564K
136K $13.4M
O
Realty Income Corp

Real Estate
-53.9K
- 28.89%
$51.67 - $58.49 $2.78M - $3.15M
133K $7.69M
SOFI
So Fi Technologies, Inc.

Financial Services
-96.4K
- 32.14%
$11.18 - $18.03 $1.08M - $1.74M
204K $2.37M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-83.7K
- 31.95%
$24.66 - $26.1 $2.07M - $2.19M
178K $4.45M
GS
Goldman Sachs Group Inc

Financial Services
-3.22K
- 18.56%
$524.81 - $672.19 $1.69M - $2.16M
14.1K $7.72M
EW
Edwards Lifesciences Corp

Healthcare
-29.8K
- 81.71%
$67.95 - $76.19 $2.02M - $2.27M
6.66K $482K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-36.6K
- 18.62%
$59.78 - $60.03 $2.19M - $2.2M
160K $9.56M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-14.4K
- 36.28%
$134.68 - $159.3 $1.93M - $2.29M
25.2K $3.53M
PG
Procter & Gamble CO

Consumer Defensive
-15K
- 10.06%
$158.56 - $176.26 $2.38M - $2.65M
134K $22.9M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-25.5K
- 17.64%
$75.99 - $81.58 $1.94M - $2.08M
119K $9.14M
KKR
Kkr & Co. Inc.

Financial Services
-1.75K
- 2.93%
$108.17 - $167.07 $189K - $292K
57.9K $6.69M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-16.6K
- 30.12%
$108.02 - $120.45 $1.8M - $2M
38.6K $4.24M
CDNS
Cadence Design Systems Inc

Technology
-2.77K
- 9.21%
$233.96 - $324.52 $648K - $899K
27.3K $6.94M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-92K
- 80.94%
$21.73 - $23.02 $2M - $2.12M
21.7K $488K
VXF
Vanguard Extended Market ETF

ETFs
-7.28K
- 16.9%
$170.36 - $201.04 $1.24M - $1.46M
35.8K $6.16M
TTD
Trade Desk, Inc.

Technology
-5.69K
- 21.3%
$53.59 - $126.58 $305K - $721K
21K $1.15M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-86.1K
- 29.92%
$22.25 - $23.0 $1.92M - $1.98M
202K $4.64M
AVUV
American Centy ETF Tr Avantis

ETFs
-16.7K
- 33.94%
$84.95 - $100.62 $1.42M - $1.68M
32.5K $2.84M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-39.4K
- 48.15%
$48.32 - $51.22 $1.91M - $2.02M
42.5K $2.13M
AXP
American Express CO

Financial Services
-2.76K
- 6.57%
$255.39 - $325.87 $706K - $900K
39.3K $10.6M
NEE
Nextera Energy Inc

Utilities
-25.4K
- 19.85%
$66.96 - $76.16 $1.7M - $1.93M
102K $7.27M
IRM
Iron Mountain Inc

Real Estate
-12.1K
- 29.07%
$82.79 - $111.31 $998K - $1.34M
29.4K $2.53M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-71.2K
- 46.19%
$25.77 - $27.6 $1.83M - $1.97M
83K $2.2M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-14K
- 17.59%
$81.62 - $96.63 $1.14M - $1.35M
65.6K $5.46M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-7.29K
- 4.59%
$89.18 - $104.04 $650K - $759K
152K $13.9M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-43.9K
- 24.45%
$42.4 - $44.11 $1.86M - $1.93M
136K $5.94M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-6.1K
- 6.48%
$196.12 - $229.48 $1.2M - $1.4M
88K $17.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-19.3K
- 12.47%
N/A
135K $11.6M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-69.4K
- 18.91%
$23.32 - $23.84 $1.62M - $1.65M
298K $6.97M
PWR
Quanta Services, Inc.

Industrials
-3.56K
- 29.81%
$236.71 - $358.03 $842K - $1.27M
8.37K $2.13M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-22K
- 19.64%
$77.7 - $78.94 $1.71M - $1.74M
90.1K $7.11M
XOM
Exxon Mobil Corp

Energy
-39K
- 14.72%
$105.44 - $118.93 $4.11M - $4.64M
226K $26.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-60.1K
- 66.3%
$23.16 - $27.04 $1.39M - $1.62M
30.5K $715K
VIS
Vanguard Industrial ETF

ETFs
-5.3K
- 11.66%
$243.63 - $273.99 $1.29M - $1.45M
40.1K $9.93M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-15.2K
- 71.06%
$107.24 - $116.37 $1.63M - $1.77M
6.2K $721K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-26.1K
- 48.5%
$63.91 - $70.19 $1.67M - $1.83M
27.7K $1.87M
IETC
Ishares U S ETF Tr

ETFs
-11.7K
- 16.66%
$74.94 - $89.98 $874K - $1.05M
58.3K $4.37M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-48.6K
- 54.39%
$29.68 - $32.59 $1.44M - $1.58M
40.7K $1.22M
VBK
Vanguard Small Cap Growth ETF

ETFs
-4.84K
- 39.42%
$247.97 - $296.33 $1.2M - $1.43M
7.44K $1.87M
VOE
Vanguard Mid Cap Value Index F

ETFs
-9.42K
- 25.28%
$156.61 - $168.02 $1.48M - $1.58M
27.8K $4.47M
ABR
Arbor Realty Trust Inc

Real Estate
-89.8K
- 37.45%
$11.68 - $13.98 $1.05M - $1.26M
150K $1.76M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-34.1K
- 34.24%
$46.18 - $47.84 $1.57M - $1.63M
65.4K $3.11M
ZBRA
Zebra Technologies Corp

Technology
-3.74K
- 82.22%
$271.72 - $421.11 $1.02M - $1.57M
808 $228K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-10.2K
- 9.97%
$96.88 - $111.25 $985K - $1.13M
91.8K $9.17M
DVY
Ishares Tr

ETFs
-12.4K
- 23.61%
$128.58 - $138.1 $1.6M - $1.71M
40.2K $5.39M
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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