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
CSX
Csx Corp

Industrials
-27.1K
- 35.78%
$29.11 - $33.67 $788K - $912K
48.6K $1.43M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-32.5K
- 22.47%
$32.5 - $33.3 $1.06M - $1.08M
112K $3.73M
VCIT
Vanguard Intermediate Term Cor

ETFs
-15.8K
- 8.38%
$79.17 - $82.04 $1.25M - $1.3M
173K $14.1M
FDX
Fedex Corp

Industrials
-2.13K
- 16.37%
$230.33 - $281.53 $492K - $601K
10.9K $2.66M
HON
Honeywell International Inc

Industrials
-2.45K
- 7.11%
$202.75 - $226.52 $497K - $556K
32K $6.79M
MO
Altria Group, Inc.

Consumer Defensive
-43K
- 21.01%
$50.81 - $60.02 $2.19M - $2.58M
162K $9.71M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-22.6K
- 59.82%
$41.51 - $44.56 $939K - $1.01M
15.2K $637K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-15.2K
- 70.38%
$59.61 - $66.71 $906K - $1.01M
6.4K $387K
ASML
Asml Holding Nv

Technology
-1.21K
- 20.14%
$662.63 - $776.99 $802K - $941K
4.8K $3.18M
ISRG
Intuitive Surgical Inc

Healthcare
-1.5K
- 16.84%
$476.63 - $610.45 $714K - $914K
7.39K $3.66M
TT
Trane Technologies PLC

Industrials
-1.46K
- 10.07%
$332.0 - $400.86 $486K - $586K
13.1K $4.4M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
-84.5K
- 74.56%
$11.64 - $12.49 $984K - $1.06M
28.9K $340K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-20.1K
- 81.25%
$45.66 - $48.85 $920K - $984K
4.65K $214K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-22K
- 61.54%
$41.55 - $43.98 $915K - $968K
13.8K $576K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-22K
- 11.52%
$42.38 - $43.28 $934K - $954K
169K $7.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
-22.3K
- 6.15%
$30.73 - $32.26 $684K - $718K
340K $10.4M
HTRB
Hartford Fds Total Return Bd E

ETFs
-28.7K
- 49.5%
$33.03 - $34.09 $948K - $978K
29.3K $991K
VTC
Vanguard Scottsdale Fds Total

ETFs
-12.9K
- 28.99%
$74.74 - $77.39 $960K - $995K
31.5K $2.42M
PAA
Plains All American Pipeline LP

Energy
-60.5K
- 64.68%
$17.32 - $20.96 $1.05M - $1.27M
33K $660K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2.42K
- 8.07%
$168.84 - $202.89 $408K - $490K
27.5K $4.84M
AXON
Axon Enterprise, Inc.

Industrials
-1.33K
- 38.97%
$496.65 - $710.01 $662K - $946K
2.09K $1.1M
DLR
Digital Realty Trust, Inc.

Real Estate
-2.12K
- 11.55%
$142.1 - $183.56 $302K - $390K
16.3K $2.33M
PCAR
Paccar Inc

Industrials
-4.84K
- 7.15%
$96.91 - $112.51 $469K - $545K
62.8K $6.12M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-2.79K
- 42.2%
$111.56 - $223.11 $311K - $622K
3.82K $426K
BMY
Bristol Myers Squibb CO

Healthcare
-28.8K
- 15.13%
$53.9 - $63.11 $1.55M - $1.82M
162K $9.87M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-4.17K
- 5.41%
$117.4 - $131.02 $490K - $547K
72.9K $8.73M
VAW
Vanguard Materials ETF

ETFs
-4.92K
- 16.59%
$185.71 - $202.46 $913K - $996K
24.7K $4.67M
FSK
Fs Kkr Capital Corp

Financial Services
-35.1K
- 16.65%
$20.47 - $24.06 $719K - $845K
176K $3.69M
WEC
Wec Energy Group, Inc.

Utilities
-11K
- 53.85%
$92.12 - $108.98 $1.01M - $1.2M
9.41K $1.03M
USXF
Ishares Esg Advanced Msci Usa

Technology
-9.88K
- 7.04%
$46.38 - $52.65 $458K - $520K
131K $6.09M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-3.29K
- 15.26%
$173.56 - $210.67 $571K - $693K
18.3K $3.17M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-35.3K
- 36.33%
$25.81 - $28.52 $912K - $1.01M
61.9K $1.71M
PFE
Pfizer Inc

Healthcare
-7.32K
- 1.25%
$25.01 - $27.13 $183K - $199K
578K $14.6M
HYD
Vaneck High Yield Muni ETF

ETFs
-16.9K
- 81.19%
$50.79 - $52.53 $858K - $887K
3.91K $200K
DD
Du Pont De Nemours, Inc.

Basic Materials
-10.7K
- 22.4%
$72.7 - $84.32 $780K - $905K
37.2K $2.78M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-2.95K
- 25.25%
$63.82 - $127.89 $188K - $378K
8.74K $557K
USB
Us Bancorp \De\

Financial Services
-11.2K
- 16.17%
$40.92 - $50.9 $458K - $569K
58K $2.45M
ITA
Ishares Tr

ETFs
-7.62K
- 19.15%
$144.84 - $159.5 $1.1M - $1.22M
32.2K $4.93M
SHEL
Shell PLC

Energy
-18K
- 40.34%
$62.84 - $73.29 $1.13M - $1.32M
26.6K $1.95M
MA
Mastercard Inc

Financial Services
-3.55K
- 6.94%
$504.67 - $576.31 $1.79M - $2.04M
47.5K $26.1M
CMCSA
Comcast Corp

Communication Services
-19.7K
- 10.95%
$33.19 - $38.23 $655K - $755K
161K $5.92M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-10.7K
- 11.38%
$40.03 - $46.81 $428K - $500K
83.2K $3.39M
ACN
Accenture PLC

Technology
-216
- 1.15%
$300.91 - $398.25 $65K - $86K
18.6K $5.79M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-7.31K
- 20.71%
$62.43 - $84.12 $456K - $615K
28K $1.82M
UPST
Upstart Holdings, Inc.

Financial Services
-11K
- 58.09%
$46.03 - $88.77 $508K - $980K
7.97K $366K
VLO
Valero Energy Corp

Energy
-7.89K
- 31.5%
$121.76 - $142.99 $960K - $1.13M
17.1K $2.26M
FTA
First Tr Large Cap Value

ETFs
-10.6K
- 33.08%
$74.42 - $80.34 $788K - $851K
21.4K $1.64M
DMAR
First Tr Ex Tr Viii Cboe Vest
-20.7K
- 66.94%
$36.82 - $39.1 $763K - $811K
10.2K $385K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-9.98K
- 29.08%
$67.03 - $74.61 $669K - $745K
24.4K $1.66M
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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