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
BALT
Innovator Etfs Tr
-73.6K
- 29.26%
$30.33 - $32.1 $2.23M - $2.36M
178K $5.71M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-28K
- 83.64%
$70.34 - $87.93 $1.97M - $2.46M
5.47K $481K
SKYY
First Trust Cloud Computing Et

ETFs
-22.3K
- 79.78%
$89.46 - $121.64 $1.99M - $2.71M
5.65K $687K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-20.7K
- 38.11%
$102.02 - $103.5 $2.11M - $2.15M
33.7K $3.46M
GILD
Gilead Sciences, Inc.

Healthcare
-19K
- 39.84%
$96.91 - $113.0 $1.84M - $2.15M
28.7K $3.18M
INTU
Intuit Inc

Technology
-3.93K
- 72.81%
$544.07 - $787.63 $2.14M - $3.1M
1.47K $1.16M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-72.3K
- 84.07%
$27.55 - $29.44 $1.99M - $2.13M
13.7K $378K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-33.2K
- 30.1%
$72.96 - $90.39 $2.42M - $3M
77.2K $6.9M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-39.4K
- 75.25%
$50.56 - $59.57 $1.99M - $2.35M
13K $671K
MAIN
Main Street Capital Corp

Financial Services
-37.6K
- 88.87%
$49.15 - $59.32 $1.85M - $2.23M
4.71K $278K
XLP
Consumer Staples Sector Spdr

ETFs
-27.6K
- 24.31%
N/A
86K $6.54M
SHOP
Shopify Inc.

Technology
-26K
- 54.9%
$76.89 - $115.35 $2M - $3M
21.4K $2.47M
TMUS
T Mobile Us, Inc.

Communication Services
-6.92K
- 47.76%
$220.99 - $268.54 $1.53M - $1.86M
7.57K $1.8M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-64K
- 56.21%
N/A
49.9K $1.57M
CVS
Cvs Health Corp

Healthcare
-29.9K
- 54.05%
$60.04 - $70.18 $1.79M - $2.1M
25.4K $1.75M
URI
United Rentals, Inc.

Industrials
-3.25K
- 89.6%
$551.94 - $753.4 $1.79M - $2.45M
377 $284K
DLR
Digital Realty Trust, Inc.

Real Estate
-14.2K
- 87.19%
$136.11 - $177.69 $1.93M - $2.52M
2.08K $362K
ICF
Ishares Tr

ETFs
-30.6K
- 39.93%
$54.56 - $62.47 $1.67M - $1.91M
46.1K $2.82M
MSI
Motorola Solutions, Inc.

Technology
-4.2K
- 59.89%
$394.72 - $440.39 $1.66M - $1.85M
2.81K $1.18M
IWR
Ishares Russell Mid Cap ETF

ETFs
-25.3K
- 39.8%
$74.88 - $91.97 $1.89M - $2.32M
38.2K $3.51M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-33.8K
- 85.77%
$50.5 - $71.23 $1.71M - $2.41M
5.62K $379K
IWS
Ishares Russell Midcap Value E

ETFs
-15.4K
- 51.99%
$110.58 - $132.14 $1.71M - $2.04M
14.3K $1.89M
MGV
Vanguard Mega Cap Value

ETFs
-16K
- 13.13%
$114.87 - $131.25 $1.83M - $2.1M
106K $13.9M
FDL
First Tr Morningstar Dividend

ETFs
-35.6K
- 18.17%
$38.19 - $43.19 $1.36M - $1.54M
160K $6.72M
D
Dominion Energy, Inc

Utilities
-32.1K
- 67.75%
$49.66 - $58.0 $1.59M - $1.86M
15.3K $863K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-37.8K
- 57.84%
$46.39 - $47.84 $1.76M - $1.81M
27.6K $1.32M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3.4K
- 51.11%
$421.16 - $509.5 $1.43M - $1.73M
3.25K $1.45M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-26.8K
- 31.71%
$179.95 - $278.88 $4.82M - $7.48M
57.7K $16.1M
FDX
Fedex Corp

Industrials
-7.01K
- 64.32%
$198.07 - $245.17 $1.39M - $1.72M
3.89K $884K
ED
Consolidated Edison Inc

Utilities
-13.8K
- 36.74%
$98.05 - $113.3 $1.35M - $1.56M
23.7K $2.38M
SPG
Simon Property Group Inc

Real Estate
-10.5K
- 69.72%
$140.37 - $171.44 $1.47M - $1.79M
4.54K $730K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-7.4K
- 61.86%
$224.16 - $285.86 $1.66M - $2.12M
4.56K $1.3M
FTLS
First Tr Long/Short Equity ETF

ETFs
-27.7K
- 69.25%
$60.06 - $66.28 $1.67M - $1.84M
12.3K $816K
ITA
Ishares Tr

ETFs
-15.3K
- 47.55%
$135.31 - $188.64 $2.07M - $2.89M
16.9K $3.18M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-57K
- 54.2%
$29.82 - $30.19 $1.7M - $1.72M
48.2K $1.45M
MRVL
Marvell Technology, Inc.

Technology
-31.7K
- 65.65%
$49.38 - $79.97 $1.56M - $2.53M
16.6K $1.28M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-29K
- 55.65%
$54.27 - $63.01 $1.57M - $1.83M
23.1K $1.45M
SHW
Sherwin Williams CO

Basic Materials
-4.76K
- 53.38%
$313.51 - $363.51 $1.49M - $1.73M
4.15K $1.43M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-28.2K
- 17.64%
$59.8 - $60.07 $1.69M - $1.69M
132K $7.88M
NVO
Novo Nordisk A S

Healthcare
-24.1K
- 65.96%
$58.08 - $81.05 $1.4M - $1.95M
12.4K $857K
SONY
Sony Group Corp

Technology
-66.2K
- 75.88%
$21.24 - $26.88 $1.41M - $1.78M
21.1K $548K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-20.7K
- 21.11%
$79.41 - $86.53 $1.65M - $1.8M
77.5K $6.71M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-25K
- 90.05%
$59.98 - $74.92 $1.5M - $1.87M
2.76K $205K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-34.9K
- 65.85%
$45.98 - $56.15 $1.6M - $1.96M
18.1K $1.02M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-26.7K
- 33.86%
$65.84 - $80.81 $1.76M - $2.16M
52.2K $4.18M
AJG
Arthur J. Gallagher & Co.

Financial Services
-4.35K
- 46.44%
$310.86 - $348.77 $1.35M - $1.52M
5.02K $1.61M
CTAS
Cintas Corp

Industrials
-8.64K
- 47.33%
$190.11 - $227.66 $1.64M - $1.97M
9.61K $2.14M
ECL
Ecolab Inc.

Basic Materials
-6.93K
- 42.51%
$225.65 - $270.95 $1.56M - $1.88M
9.37K $2.52M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-46.7K
- 86.67%
$30.87 - $39.17 $1.44M - $1.83M
7.18K $281K
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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