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
FSK
Fs Kkr Capital Corp

Financial Services
-138K
- 78.68%
$17.95 - $21.5 $2.49M - $2.98M
37.5K $778K
KMB
Kimberly Clark Corp

Consumer Defensive
-19.2K
- 61.24%
$126.84 - $145.22 $2.43M - $2.79M
12.1K $1.56M
BK
Bank Of New York Mellon Corp

Financial Services
-35.7K
- 68.9%
$73.31 - $91.62 $2.62M - $3.27M
16.1K $1.47M
SYY
Sysco Corp

Consumer Defensive
-38.6K
- 55.88%
$68.0 - $75.91 $2.62M - $2.93M
30.4K $2.31M
KMI
Kinder Morgan, Inc.

Energy
-102K
- 65.92%
$25.21 - $29.4 $2.57M - $3M
52.8K $1.55M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-60.8K
- 42.87%
$45.9 - $47.2 $2.79M - $2.87M
81K $3.81M
HON
Honeywell International Inc

Industrials
-15.1K
- 47.23%
$182.86 - $232.88 $2.77M - $3.52M
16.9K $3.94M
HYLS
First Tr Tactical High Yield L

ETFs
-68.8K
- 73.39%
$39.8 - $41.84 $2.74M - $2.88M
25K $1.04M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-47K
- 89.43%
$53.75 - $67.21 $2.53M - $3.16M
5.56K $368K
MPLX
Mplx LP

Energy
-51.2K
- 88.13%
$46.68 - $53.89 $2.39M - $2.76M
6.89K $355K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-55.3K
- 82.98%
$43.28 - $50.37 $2.39M - $2.78M
11.3K $568K
COP
Conocophillips

Energy
-22.6K
- 50.21%
$82.66 - $106.1 $1.87M - $2.4M
22.4K $2.01M
GD
General Dynamics Corp

Industrials
-11K
- 38.9%
$247.68 - $291.66 $2.73M - $3.22M
17.3K $5.06M
BRK-A
Berkshire Hathaway Inc

Financial Services
-3
- 42.86%
$725400.0 - $809350.0 $2.18M - $2.43M
4 $2.92M
AXP
American Express CO

Financial Services
-14.4K
- 36.67%
$231.39 - $318.98 $3.33M - $4.6M
24.9K $7.94M
CDNS
Cadence Design Systems Inc

Technology
-13.3K
- 48.67%
$231.64 - $323.08 $3.08M - $4.29M
14K $4.32M
SPYG
Spdr Portfolio

ETFs
-71.4K
- 25.49%
$71.83 - $95.32 $5.13M - $6.8M
209K $19.9M
VO
Vanguard Mid Cap ETF

ETFs
-14K
- 22.66%
$228.54 - $279.83 $3.2M - $3.92M
47.8K $13.4M
MELI
Mercadolibre Inc

Consumer Cyclical
-1.52K
- 73.97%
$1794.73 - $2613.63 $2.72M - $3.96M
533 $1.39M
DE
Deere & CO

Industrials
-5.96K
- 53.78%
$412.99 - $531.48 $2.46M - $3.17M
5.12K $2.6M
MS
Morgan Stanley

Financial Services
-25.7K
- 60.24%
$99.83 - $140.86 $2.57M - $3.62M
17K $2.39M
DD
Du Pont De Nemours, Inc.

Basic Materials
-34.1K
- 91.73%
$55.13 - $75.25 $1.88M - $2.57M
3.08K $211K
CASY
Caseys General Stores Inc

Consumer Cyclical
-6.48K
- 66.56%
$415.82 - $510.91 $2.69M - $3.31M
3.26K $1.66M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-32.7K
- 36.31%
$77.94 - $79.5 $2.55M - $2.6M
57.4K $4.56M
GLDM
World Gold Trust

ETFs
-45.6K
- 37.7%
$58.96 - $67.97 $2.69M - $3.1M
75.3K $4.94M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-49.7K
- 72.98%
$44.37 - $50.04 $2.21M - $2.49M
18.4K $875K
CGGO
Capital Group Global Growth Eq

ETFs
-98.1K
- 58.8%
$25.31 - $32.17 $2.48M - $3.15M
68.7K $2.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5.44K
- 31.87%
$468.22 - $566.51 $2.55M - $3.08M
11.6K $6.59M
DOX
Amdocs LTD

Technology
-27.4K
- 78.38%
$80.46 - $94.08 $2.21M - $2.58M
7.57K $690K
CMCSA
Comcast Corp

Communication Services
-64.6K
- 40.26%
$32.84 - $36.72 $2.12M - $2.37M
95.9K $3.42M
BX
Blackstone Inc.

Financial Services
-19.3K
- 47.03%
$120.07 - $151.11 $2.32M - $2.92M
21.8K $3.26M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-48.8K
- 36.76%
$48.13 - $49.85 $2.35M - $2.43M
84K $4.12M
MU
Micron Technology Inc

Technology
-38.7K
- 60.61%
$64.72 - $127.91 $2.51M - $4.95M
25.2K $3.1M
TFLO
Ishares Treasury Floating Rate

ETFs
-47.8K
- 64.76%
$50.47 - $50.66 $2.41M - $2.42M
26K $1.32M
DHR
Danaher Corp

Healthcare
-11.5K
- 55.11%
$174.64 - $205.16 $2M - $2.35M
9.35K $1.85M
CPRT
Copart Inc

Consumer Cyclical
-41K
- 77.86%
$47.72 - $63.84 $1.96M - $2.62M
11.7K $572K
FANG
Diamondback Energy, Inc.

Energy
-14.5K
- 83.2%
$119.25 - $161.49 $1.73M - $2.35M
2.94K $403K
ARCC
Ares Capital Corp

Financial Services
-107K
- 74.03%
$18.91 - $22.43 $2.03M - $2.41M
37.7K $828K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-89.6K
- 69.46%
$25.27 - $27.14 $2.26M - $2.43M
39.4K $1.07M
FTHI
First Trust Exchange Traded Fd

ETFs
-111K
- 64.69%
$19.66 - $22.85 $2.19M - $2.54M
60.7K $1.39M
CB
Chubb LTD

Financial Services
-7.53K
- 53.18%
$274.32 - $302.46 $2.07M - $2.28M
6.63K $1.92M
GWW
W.W. Grainger, Inc.

Industrials
-2.39K
- 87.98%
$919.93 - $1101.66 $2.2M - $2.63M
326 $339K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-43.7K
- 72.69%
$45.07 - $52.57 $1.97M - $2.3M
16.4K $802K
VFH
Vanguard Financial ETF

ETFs
-23.5K
- 24.96%
$104.87 - $127.3 $2.47M - $3M
70.8K $9.01M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-57.2K
- 90.37%
$35.12 - $48.24 $2.01M - $2.76M
6.09K $293K
AZN
Astrazeneca PLC

Healthcare
-29.5K
- 69.08%
$64.87 - $75.0 $1.92M - $2.21M
13.2K $923K
AVUV
American Centy ETF Tr Avantis

ETFs
-25.6K
- 78.77%
$75.17 - $91.21 $1.93M - $2.34M
6.91K $629K
UPS
United Parcel Service Inc

Industrials
-18.3K
- 45.68%
$91.92 - $110.2 $1.68M - $2.01M
21.7K $2.19M
GM
General Motors CO

Consumer Cyclical
-46.9K
- 89.19%
$42.48 - $50.46 $1.99M - $2.37M
5.69K $279K
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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