Atria Wealth Solutions, Inc. Closed Holding Positions

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025
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
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
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
AGCO
Agco Corp

Industrials
Q4 2022 Filed on Feb 13, 2023
3,209
$99.44 - $138.71 $319K - $445K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q4 2022 Filed on Feb 13, 2023
1,723
$129.24 - $155.61 $223K - $268K
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
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
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
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
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
KBE
Spdr S&P Bank ETF

ETFs
Q4 2022 Filed on Feb 13, 2023
5,640
$43.77 - $49.99 $247K - $282K
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
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
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2022 Filed on Aug 15, 2022
4,602
$74.69 - $128.97 $344K - $594K
SBNY
Signature Bank Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
2,362
$167.55 - $289.82 $396K - $685K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q2 2022 Filed on Aug 15, 2022
4,668
$38.15 - $46.44 $178K - $217K
SXC
Sun Coke Energy, Inc.

Basic Materials
Q2 2022 Filed on Aug 15, 2022
24,667
$6.65 - $9.61 $164K - $237K
Surgalign Holdings Inc
Q2 2022 Filed on Aug 15, 2022
1,149,850
N/A
TNK
Teekay Tankers Ltd.

Energy
Q2 2022 Filed on Aug 15, 2022
25,000
$14.27 - $21.66 $357K - $542K
RY
Royal Bank Of Canada

Financial Services
Q2 2022 Filed on Aug 15, 2022
2,005
$94.97 - $111.22 $190K - $223K
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