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
WFC
Wells Fargo & Company

Financial Services
-57.7K
- 64.85%
$60.98 - $80.12 $3.52M - $4.62M
31.3K $2.51M
KR
Kroger CO

Consumer Defensive
-58.1K
- 77.12%
$64.62 - $74.0 $3.75M - $4.3M
17.2K $1.24M
VXF
Vanguard Extended Market ETF

ETFs
-23.7K
- 66.18%
$150.43 - $192.71 $3.56M - $4.56M
12.1K $2.33M
VGSH
Vanguard

ETFs
-65.3K
- 68.71%
$58.32 - $58.95 $3.81M - $3.85M
29.7K $1.75M
DVY
Ishares Tr

ETFs
-27.9K
- 69.48%
$118.37 - $134.86 $3.3M - $3.76M
12.3K $1.63M
CLX
Clorox CO

Consumer Defensive
-23.6K
- 70.63%
$118.01 - $148.69 $2.79M - $3.51M
9.82K $1.18M
LNT
Alliant Energy Corp

Utilities
-57.3K
- 79.8%
$58.79 - $64.85 $3.37M - $3.71M
14.5K $877K
EDV
Vanguard Extended Duration Tre

ETFs
-51.8K
- 78.15%
$62.83 - $72.45 $3.26M - $3.75M
14.5K $974K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-48.7K
- 54.59%
$71.28 - $83.74 $3.47M - $4.08M
40.5K $3.39M
AGNC
Agnc Investment Corp.

Real Estate
-384K
- 86.45%
$8.12 - $9.49 $3.12M - $3.64M
60.2K $553K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-126K
- 88.25%
$27.29 - $29.28 $3.44M - $3.69M
16.8K $490K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-46.2K
- 85.67%
$73.0 - $85.5 $3.38M - $3.95M
7.74K $650K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-144K
- 80.97%
$23.45 - $26.56 $3.39M - $3.84M
33.9K $901K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-49.2K
- 65.4%
$61.03 - $67.59 $3M - $3.32M
26K $1.66M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-47K
- 84.34%
$65.41 - $79.66 $3.07M - $3.74M
8.73K $695K
MCK
Mckesson Corp

Healthcare
-5.21K
- 81.46%
$652.83 - $732.78 $3.4M - $3.81M
1.19K $868K
VT
Vanguard Total World Stk Index

ETFs
-30.6K
- 72.23%
$103.16 - $128.52 $3.16M - $3.93M
11.8K $1.51M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-73.9K
- 30.96%
$45.89 - $47.6 $3.39M - $3.52M
165K $7.84M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-9.28K
- 27.0%
$376.48 - $440.65 $3.49M - $4.09M
25.1K $11M
PANW
Palo Alto Networks Inc

Technology
-23.3K
- 55.93%
$152.44 - $204.64 $3.55M - $4.76M
18.3K $3.75M
PM
Philip Morris International Inc.

Consumer Defensive
-27.6K
- 38.42%
$149.23 - $184.95 $4.11M - $5.1M
44.2K $8.05M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-28.4K
- 70.96%
$108.06 - $135.3 $3.07M - $3.85M
11.6K $1.57M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-94.8K
- 77.65%
$32.56 - $35.71 $3.09M - $3.39M
27.3K $902K
ET
Energy Transfer LP

Energy
-171K
- 50.61%
$15.65 - $18.93 $2.68M - $3.24M
167K $3.03M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-34.5K
- 68.19%
$91.23 - $97.27 $3.15M - $3.36M
16.1K $1.57M
IWY
Ishares Tr Russell 200 Growth

ETFs
-16.6K
- 69.22%
$187.5 - $246.51 $3.1M - $4.08M
7.36K $1.81M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-50.4K
- 86.94%
$55.32 - $65.02 $2.79M - $3.28M
7.57K $474K
ADBE
Adobe Inc.

Technology
-8.43K
- 58.15%
$340.0 - $420.68 $2.87M - $3.55M
6.07K $2.35M
ACN
Accenture PLC

Technology
-9.92K
- 53.43%
$279.23 - $323.21 $2.77M - $3.2M
8.64K $2.58M
AIQ
Global X Funds Global X Artifi

ETFs
-94.2K
- 75.49%
$31.5 - $43.69 $2.97M - $4.12M
30.6K $1.34M
CAT
Caterpillar Inc

Industrials
-12.2K
- 45.39%
$273.94 - $388.21 $3.35M - $4.74M
14.7K $5.7M
XLY
Select Sector Spdr Consumer Di

ETFs
-17.3K
- 56.92%
$176.34 - $218.59 $3.06M - $3.79M
13.1K $2.85M
GS
Goldman Sachs Group Inc

Financial Services
-7.66K
- 54.18%
$462.22 - $707.75 $3.54M - $5.42M
6.47K $4.58M
NOC
Northrop Grumman Corp

Industrials
-6.05K
- 64.96%
$456.3 - $540.39 $2.76M - $3.27M
3.26K $1.63M
IDEV
Ishares Core Msci Intl Develop

ETFs
-45.9K
- 91.66%
$61.79 - $76.67 $2.84M - $3.52M
4.18K $317K
SPGI
S&P Global Inc.

Financial Services
-6.33K
- 57.78%
$438.31 - $527.29 $2.77M - $3.34M
4.62K $2.44M
CGGR
Capital Group Growth ETF Shs C

ETFs
-197K
- 25.77%
$30.53 - $40.65 $6.02M - $8.02M
568K $23.1M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-197K
- 76.42%
$13.74 - $15.66 $2.71M - $3.08M
60.7K $904K
VDE
Vanguard Energy ETF

ETFs
-21.2K
- 38.66%
$105.87 - $130.56 $2.24M - $2.76M
33.6K $4M
MMM
3 M CO

Industrials
-21K
- 71.87%
$126.09 - $154.15 $2.65M - $3.23M
8.21K $1.25M
BOND
Pimco Active Bond Exchange Tra

ETFs
-32.7K
- 57.33%
$89.87 - $92.93 $2.94M - $3.04M
24.3K $2.24M
ITW
Illinois Tool Works Inc

Industrials
-12.2K
- 65.4%
$218.41 - $252.43 $2.66M - $3.08M
6.45K $1.59M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-61.6K
- 54.36%
$48.5 - $49.35 $2.99M - $3.04M
51.7K $2.55M
CGDV
Capital Group Divid Value ETF

ETFs
-180K
- 16.98%
$31.93 - $39.49 $5.73M - $7.09M
878K $34.7M
EMB
Ishares Tr

ETFs
-33.8K
- 49.86%
$86.54 - $92.62 $2.92M - $3.13M
34K $3.14M
VONV
Vanguard Russell 1000 Value Et

ETFs
-36.6K
- 69.52%
$73.19 - $85.21 $2.68M - $3.12M
16K $1.37M
FGRO
Fidelity Covington Tr

ETFs
-133K
- 87.81%
N/A
18.4K $412K
PRU
Prudential Financial Inc

Financial Services
-25.3K
- 53.12%
$95.12 - $112.71 $2.41M - $2.85M
22.3K $2.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-36.1K
- 41.52%
$141.37 - $228.57 $5.1M - $8.24M
50.8K $11.5M
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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