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
ISRG
Intuitive Surgical Inc

Healthcare
-2.99K
- 40.47%
$451.58 - $565.94 $1.35M - $1.69M
4.4K $2.39M
IDXX
Idexx Laboratories Inc

Healthcare
-3.46K
- 68.52%
$361.04 - $536.34 $1.25M - $1.86M
1.59K $852K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-171K
- 84.04%
$6.66 - $8.12 $1.14M - $1.39M
32.5K $264K
HSY
Hershey CO

Consumer Defensive
-6.82K
- 29.31%
$151.29 - $173.13 $1.03M - $1.18M
16.4K $2.73M
DOV
Dover Corp

Industrials
-7.2K
- 73.07%
$151.14 - $186.7 $1.09M - $1.34M
2.66K $486K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-59.7K
- 60.0%
$21.21 - $23.5 $1.27M - $1.4M
39.8K $934K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-30.5K
- 47.49%
$35.2 - $40.71 $1.07M - $1.24M
33.7K $1.33M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-29K
- 38.27%
$37.08 - $42.26 $1.07M - $1.22M
46.7K $1.94M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-49.5K
- 50.0%
$40.51 - $71.03 $2M - $3.51M
49.5K $3.48M
VLO
Valero Energy Corp

Energy
-9.38K
- 54.71%
$104.69 - $141.77 $982K - $1.33M
7.77K $1.04M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-28.1K
- 38.83%
$57.46 - $75.58 $1.61M - $2.12M
44.2K $3.34M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-70K
- 30.8%
$16.93 - $17.81 $1.19M - $1.25M
157K $2.8M
SLB
Schlumberger Limited

Energy
-27.2K
- 81.22%
$31.95 - $42.2 $870K - $1.15M
6.3K $212K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-23.9K
- 20.92%
$51.1 - $53.29 $1.22M - $1.28M
90.5K $4.82M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-14.7K
- 34.07%
$72.71 - $82.56 $1.07M - $1.21M
28.4K $2.32M
BSX
Boston Scientific Corp

Healthcare
-12.1K
- 54.61%
$89.7 - $107.41 $1.08M - $1.3M
10K $1.08M
CARR
Carrier Global Corp

Industrials
-19.5K
- 69.41%
$55.55 - $75.83 $1.08M - $1.48M
8.59K $628K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-37.5K
- 74.05%
$27.79 - $34.16 $1.04M - $1.28M
13.2K $447K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-27.9K
- 23.28%
$40.39 - $41.46 $1.13M - $1.16M
92K $3.81M
FDT
First Trust Developed Markets

ETFs
-20.6K
- 77.08%
$52.2 - $68.76 $1.08M - $1.42M
6.14K $422K
AEP
American Electric Power CO Inc

Utilities
-9.13K
- 27.72%
$98.59 - $109.11 $900K - $996K
23.8K $2.47M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-17.5K
- 40.71%
$61.08 - $74.04 $1.07M - $1.3M
25.5K $1.89M
LVHI
Franklin International Low Vol

ETFs
-34.5K
- 15.84%
$28.91 - $33.28 $999K - $1.15M
183K $5.97M
EMR
Emerson Electric CO

Industrials
-14K
- 41.51%
$94.15 - $133.33 $1.32M - $1.87M
19.7K $2.63M
ROK
Rockwell Automation, Inc

Industrials
-5.28K
- 56.54%
$218.97 - $332.17 $1.16M - $1.76M
4.06K $1.35M
IWM
Ishares Russell 2000 ETF

ETFs
-10.7K
- 14.0%
$174.82 - $215.79 $1.87M - $2.31M
65.8K $14.2M
ETR
Entergy Corp

Utilities
-12.2K
- 59.13%
$79.01 - $86.61 $964K - $1.06M
8.43K $700K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-51.8K
- 53.26%
$20.12 - $21.0 $1.04M - $1.09M
45.5K $951K
POCT
Innovator U.S. Equity Power Bu

ETFs
-29K
- 51.01%
$36.35 - $41.3 $1.05M - $1.2M
27.8K $1.15M
AMT
American Tower Corp

Real Estate
-4.95K
- 40.94%
$203.96 - $228.19 $1.01M - $1.13M
7.15K $1.58M
SRE
Sempra Energy

Utilities
-15.2K
- 65.05%
$63.78 - $78.91 $970K - $1.2M
8.18K $619K
VOX
Vanguard Communication Service

ETFs
-13.7K
- 23.88%
$133.12 - $171.03 $1.83M - $2.35M
43.8K $7.49M
SHEL
Shell PLC

Energy
-13.6K
- 51.23%
$59.75 - $73.05 $816K - $997K
13K $914K
XLC
Select Sector Spdr Tr Communic

ETFs
-14.8K
- 31.02%
$86.13 - $108.53 $1.28M - $1.61M
33K $3.58M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-18.8K
- 79.01%
$50.1 - $63.16 $942K - $1.19M
5K $315K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-36K
- 6.56%
$29.07 - $29.38 $1.05M - $1.06M
513K $15M
VIS
Vanguard Industrial ETF

ETFs
-8.31K
- 20.7%
$220.04 - $280.07 $1.83M - $2.33M
31.8K $8.91M
ABR
Arbor Realty Trust Inc

Real Estate
-79.9K
- 53.29%
$8.92 - $11.89 $713K - $950K
70K $749K
CI
Cigna Corp

Healthcare
-3.09K
- 59.64%
$301.89 - $340.04 $932K - $1.05M
2.09K $690K
IBB
Ishares Biotechnology ETF

ETFs
-7.74K
- 58.46%
$112.02 - $129.0 $867K - $999K
5.5K $696K
JCI
Johnson Controls International PLC

Industrials
-16.5K
- 56.19%
$71.14 - $105.62 $1.17M - $1.74M
12.8K $1.36M
AMAT
Applied Materials Inc

Technology
-13.5K
- 34.51%
$126.95 - $183.52 $1.71M - $2.48M
25.6K $4.69M
TPL
Texas Pacific Land Corp

Energy
-665
- 64.94%
$1036.28 - $1430.55 $689K - $951K
359 $379K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-23.9K
- 31.49%
$35.62 - $39.64 $852K - $948K
52K $2.03M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-41.7K
- 14.65%
$29.52 - $35.31 $1.23M - $1.47M
243K $8.57M
SOFI
So Fi Technologies, Inc.

Financial Services
-126K
- 62.01%
$9.5 - $18.21 $1.2M - $2.3M
77.3K $1.41M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-3.55K
- 51.33%
$212.1 - $244.27 $753K - $867K
3.36K $735K
DOW
Dow Inc.

Basic Materials
-15.6K
- 24.61%
$25.81 - $34.89 $403K - $545K
47.9K $1.27M
USB
Us Bancorp \De\

Financial Services
-24.9K
- 42.86%
$36.4 - $45.76 $905K - $1.14M
33.1K $1.5M
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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