Atria Wealth Solutions, Inc. Closed Holding Positions

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PALL
Abrdn Palladium ETF Trust

ETFs
Q4 2022 Filed on Feb 13, 2023
2,869
$154.25 - $215.0 $443K - $617K
EXPI
Exp World Holdings, Inc.

Real Estate
Q4 2022 Filed on Feb 13, 2023
11,717
$10.21 - $13.83 $120K - $162K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
Q4 2022 Filed on Feb 13, 2023
14,109
$19.42 - $19.84 $274K - $280K
LDSF
First Tr ETF Viii Low Duration

ETFs
Q4 2022 Filed on Feb 13, 2023
11,142
$18.19 - $18.64 $203K - $208K
FF
Future Fuel Corp.

Basic Materials
Q4 2022 Filed on Feb 13, 2023
34,648
$5.87 - $8.85 $203K - $307K
GOOD
Gladstone Commercial Corp

Real Estate
Q4 2022 Filed on Feb 13, 2023
19,856
$15.38 - $19.75 $305K - $392K
GHC
Graham Holdings CO

Consumer Defensive
Q4 2022 Filed on Feb 13, 2023
716
$536.41 - $661.45 $384K - $474K
GRWG
Grow Generation Corp.

Consumer Cyclical
Q4 2022 Filed on Feb 13, 2023
19,824
$3.01 - $8.08 $59.7K - $160K
GH
Guardant Health, Inc.

Healthcare
Q4 2022 Filed on Feb 13, 2023
3,958
$25.44 - $59.78 $101K - $237K
IMMR
Immersion Corp

Technology
Q4 2022 Filed on Feb 13, 2023
10,250
$4.99 - $8.22 $51.1K - $84.3K
LRGF
Ishares Tr

ETFs
Q4 2022 Filed on Feb 13, 2023
8,196
$36.32 - $41.5 $298K - $340K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
Q4 2022 Filed on Feb 13, 2023
15,364
$87.8 - $92.1 $1.35M - $1.42M
ESS
Essex Property Trust, Inc.

Real Estate
Q4 2022 Filed on Feb 13, 2023
2,453
$207.27 - $246.8 $508K - $605K
NAPA
Duckhorn Portfolio, Inc.

Consumer Defensive
Q4 2022 Filed on Feb 13, 2023
10,200
$13.76 - $17.77 $140K - $181K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
Q4 2022 Filed on Feb 13, 2023
16,661
$3.42 - $5.6 $57K - $93.3K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
Q4 2022 Filed on Feb 13, 2023
49,100
$6.5 - $13.71 $319K - $673K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
Q4 2022 Filed on Feb 13, 2023
20,239
$19.63 - $21.59 $397K - $437K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q4 2022 Filed on Feb 13, 2023
1,723
$129.24 - $155.61 $223K - $268K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q4 2022 Filed on Feb 13, 2023
6,371
$44.13 - $59.18 $281K - $377K
AY
Atlantica Sustainable Infrastructure PLC

Utilities
Q4 2022 Filed on Feb 13, 2023
8,410
$25.07 - $28.61 $211K - $241K
BNFT
Benefitfocus, Inc.

Technology
Q4 2022 Filed on Feb 13, 2023
14,600
$5.88 - $10.46 $85.8K - $153K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q4 2022 Filed on Feb 13, 2023
11,069
$9.37 - $10.83 $104K - $120K
CENX
Century Aluminum CO

Basic Materials
Q4 2022 Filed on Feb 13, 2023
38,817
$5.72 - $9.48 $222K - $368K
DBD
Diebold Nixdorf, Inc

Technology
Q4 2022 Filed on Feb 13, 2023
13,510
$1.28 - $2.75 $17.3K - $37.2K
STAR
Istar Inc.

Real Estate
Q4 2022 Filed on Feb 13, 2023
91,468
$7.38 - $11.57 $675K - $1.06M
LMND
Lemonade, Inc.

Financial Services
Q4 2022 Filed on Feb 13, 2023
9,537
$12.91 - $24.2 $123K - $231K
TTAI
Fcf International Quality ETF
Q4 2022 Filed on Feb 13, 2023
8,622
N/A
TBI
True Blue, Inc.

Industrials
Q4 2022 Filed on Feb 13, 2023
14,841
$18.14 - $22.14 $269K - $329K
TRUE
True Car, Inc.

Communication Services
Q4 2022 Filed on Feb 13, 2023
10,000
$1.31 - $2.9 $13.1K - $29K
USPH
U S Physical Therapy Inc

Healthcare
Q4 2022 Filed on Feb 13, 2023
3,273
$77.42 - $91.18 $253K - $298K
OUNZ
Van Eck Merk Gold Trust

ETFs
Q4 2022 Filed on Feb 13, 2023
61,812
$15.79 - $17.69 $976K - $1.09M
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
Q4 2022 Filed on Feb 13, 2023
15,500
$4.68 - $5.5 $72.5K - $85.3K
UVIX
Vs Trust

ETFs
Q4 2022 Filed on Feb 13, 2023
10,594
$5.79 - $740.5 $61.3K - $7.84M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
Q4 2022 Filed on Feb 13, 2023
14,821
$6.0 - $6.75 $88.9K - $100K
XPEV
Xpeng Inc.

Consumer Cyclical
Q4 2022 Filed on Feb 13, 2023
12,769
$6.41 - $11.98 $81.8K - $153K
ZI
Zoom Info Technologies Inc.

Technology
Q4 2022 Filed on Feb 13, 2023
7,621
$26.17 - $48.62 $199K - $371K
ICL
Icl Group Ltd.

Basic Materials
Q4 2022 Filed on Feb 13, 2023
1,000
$7.13 - $9.14 $7.13K - $9.14K
TG
Tredegar Corp

Industrials
Q4 2022 Filed on Feb 13, 2023
29,812
$9.89 - $11.41 $295K - $340K
SUP
Superior Industries International Inc

Consumer Cyclical
Q4 2022 Filed on Feb 13, 2023
19,895
$3.09 - $4.96 $61.5K - $98.7K
STEM
Stem, Inc.

Technology
Q4 2022 Filed on Feb 13, 2023
13,767
$8.33 - $14.16 $115K - $195K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
Q4 2022 Filed on Feb 13, 2023
7,837
$28.23 - $33.05 $221K - $259K
LPX
Louisiana Pacific Corp

Industrials
Q4 2022 Filed on Feb 13, 2023
6,817
$51.75 - $66.05 $353K - $450K
MCY
Mercury General Corp

Financial Services
Q4 2022 Filed on Feb 13, 2023
7,764
$28.33 - $37.48 $220K - $291K
MOH
Molina Healthcare, Inc.

Healthcare
Q4 2022 Filed on Feb 13, 2023
1,243
$312.03 - $369.23 $388K - $459K
JWN
Nordstrom Inc

Consumer Cyclical
Q4 2022 Filed on Feb 13, 2023
10,132
$15.71 - $22.65 $159K - $229K
PKI
Perkinelmer Inc

Healthcare
Q4 2022 Filed on Feb 13, 2023
2,345
$119.0 - $147.98 $279K - $347K
PBYI
Puma Biotechnology, Inc.

Healthcare
Q4 2022 Filed on Feb 13, 2023
25,200
$2.12 - $5.08 $53.4K - $128K
SCSC
Scansource, Inc.

Technology
Q4 2022 Filed on Feb 13, 2023
9,890
$26.61 - $32.05 $263K - $317K
SI
Silvergate Capital Corp

Financial Services
Q4 2022 Filed on Feb 13, 2023
4,897
$15.77 - $80.87 $77.2K - $396K
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