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
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-207K
- 62.26%
$37.18 - $42.55 $7.7M - $8.81M
126K $5.34M
UBER
Uber Technologies, Inc

Technology
-121K
- 75.74%
$64.62 - $93.3 $7.81M - $11.3M
38.7K $3.61M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-223K
- 57.74%
$32.0 - $39.87 $7.14M - $8.9M
163K $6.5M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-73.9K
- 57.39%
$105.23 - $109.61 $7.78M - $8.1M
54.9K $6.02M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-170K
- 89.25%
$41.45 - $54.46 $7.03M - $9.24M
20.4K $1.06M
LMT
Lockheed Martin Corp

Industrials
-17.7K
- 53.9%
$430.82 - $486.45 $7.62M - $8.6M
15.1K $7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-25.8K
- 68.93%
$272.36 - $339.57 $7.02M - $8.75M
11.6K $3.94M
ADP
Automatic Data Processing Inc

Industrials
-24K
- 85.24%
$276.76 - $326.81 $6.63M - $7.83M
4.15K $1.28M
BMY
Bristol Myers Squibb CO

Healthcare
-104K
- 64.18%
$44.12 - $59.6 $4.58M - $6.19M
58K $2.68M
NFLX
Netflix Inc

Communication Services
-11.1K
- 58.89%
$855.86 - $1339.13 $9.48M - $14.8M
7.73K $10.3M
FVD
First Tr Value Line Divid Inde

ETFs
-155K
- 36.41%
$40.62 - $45.12 $6.3M - $7M
271K $12.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-53.8K
- 51.81%
$139.8 - $197.22 $7.53M - $10.6M
50.1K $9.88M
PFF
Ishares Trust Ishares Pfd And

ETFs
-224K
- 65.85%
$29.0 - $30.68 $6.49M - $6.86M
116K $3.56M
DIS
Walt Disney CO

Communication Services
-82.3K
- 60.63%
$81.72 - $124.01 $6.73M - $10.2M
53.5K $6.63M
SLV
I Shares Silver Trust

ETFs
-223K
- 71.7%
$27.08 - $33.74 $6.05M - $7.53M
88.1K $2.89M
XLU
Utilities Sector Spdr

ETFs
-88.6K
- 48.72%
$73.09 - $82.77 $6.47M - $7.33M
93.2K $7.61M
PHYS
Sprott Physical Gold Trust

Financial Services
-283K
- 69.71%
$22.82 - $26.29 $6.46M - $7.44M
123K $3.12M
CRM
Salesforce, Inc.

Technology
-25.1K
- 54.69%
$236.26 - $291.15 $5.92M - $7.3M
20.8K $5.66M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-67K
- 89.62%
$89.02 - $104.29 $5.96M - $6.99M
7.76K $809K
VEU
Vanguard Ftse All World Ex Us

ETFs
-120K
- 54.52%
$54.19 - $67.22 $6.48M - $8.04M
99.7K $6.71M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-125K
- 34.42%
$51.68 - $52.76 $6.44M - $6.57M
237K $12.5M
BAC
Bank Of America Corp

Financial Services
-167K
- 62.38%
$34.39 - $47.46 $5.74M - $7.92M
101K $4.76M
FTCS
First Trust Capital Strength E

ETFs
-72.8K
- 40.11%
$81.6 - $92.39 $5.94M - $6.72M
109K $9.87M
RDVY
First Trust Rising Dividend Ac

ETFs
-140K
- 24.47%
$51.6 - $62.74 $7.22M - $8.78M
432K $27.1M
SO
Southern CO

Utilities
-69.1K
- 66.69%
$84.91 - $92.56 $5.86M - $6.39M
34.5K $3.17M
KKR
Kkr & Co. Inc.

Financial Services
-55.3K
- 95.48%
$92.79 - $134.29 $5.13M - $7.42M
2.62K $348K
HYG
Ishares Tr

ETFs
-81.9K
- 49.85%
$75.75 - $80.65 $6.2M - $6.6M
82.4K $6.64M
XLE
Energy Sector Spdr

ETFs
-63.6K
- 61.26%
$76.44 - $94.13 $4.86M - $5.99M
40.2K $3.41M
RTX
Raytheon Technologies Corp

Industrials
-50.2K
- 64.17%
$113.75 - $148.48 $5.71M - $7.45M
28K $4.09M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-62.5K
- 79.07%
$91.62 - $116.16 $5.73M - $7.26M
16.5K $1.92M
MRK
Merck & Co., Inc.

Healthcare
-60.6K
- 46.87%
$73.47 - $87.12 $4.45M - $5.28M
68.7K $5.44M
CSCO
Cisco Systems, Inc.

Technology
-110K
- 57.25%
$53.19 - $69.38 $5.83M - $7.6M
81.8K $5.68M
SHV
Ishares Tr

ETFs
-55.1K
- 64.07%
$110.06 - $110.46 $6.06M - $6.08M
30.9K $3.41M
HDV
Ishares Core High Dividend ETF

ETFs
-48.6K
- 53.51%
$108.41 - $120.51 $5.27M - $5.86M
42.2K $4.95M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-61.7K
- 94.54%
$83.54 - $100.04 $5.16M - $6.17M
3.57K $354K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-79.8K
- 66.92%
$71.86 - $82.66 $5.74M - $6.6M
39.4K $3.26M
ORCL
Oracle Corp

Technology
-52.6K
- 73.16%
$122.82 - $218.63 $6.46M - $11.5M
19.3K $4.22M
O
Realty Income Corp

Real Estate
-100K
- 75.46%
$52.27 - $58.52 $5.23M - $5.86M
32.6K $1.88M
VHT
Vanguard Health Care ETF

ETFs
-20.4K
- 44.07%
$236.71 - $261.92 $4.82M - $5.33M
25.8K $6.42M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-67.3K
- 49.67%
N/A
68.2K $5.85M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-68.8K
- 45.39%
$82.17 - $99.96 $5.65M - $6.88M
82.8K $8.13M
OEF
Ishares S&P 100 ETF

ETFs
-21.5K
- 35.91%
N/A
38.4K $10.2M
WPC
W. P. Carey Inc.

Real Estate
-88.8K
- 85.23%
$56.12 - $64.53 $4.98M - $5.73M
15.4K $959K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-133K
- 78.26%
$40.82 - $43.14 $5.41M - $5.72M
36.8K $1.59M
AMD
Advanced Micro Devices Inc

Technology
-72.1K
- 60.58%
$78.21 - $143.81 $5.64M - $10.4M
46.9K $6.65M
C
Citigroup Inc

Financial Services
-86.1K
- 69.06%
$58.13 - $85.12 $5M - $7.33M
38.6K $3.28M
PEP
Pepsico Inc

Consumer Defensive
-32.3K
- 44.41%
$128.02 - $151.37 $4.13M - $4.89M
40.4K $5.34M
HEFA
Ishares Currency Hedged Msci E

ETFs
-159K
- 53.05%
$32.11 - $38.21 $5.09M - $6.06M
140K $5.33M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-92.5K
- 84.98%
$53.69 - $67.27 $4.97M - $6.23M
16.4K $1.1M
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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