Atria Wealth Solutions, Inc. Options Holdings

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$7.66 Million
15.7K
Q3 2024
Added 44.04%
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$8.44 Million
14.7K
Q3 2024
Reduced 58.12%
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$2.64 Million
5.4K
Q3 2024
Added 44.04%
IVV
Ishares Core S&P 500 ETF

ETFs
CALL
$1.44 Million
2.5K
Q3 2024
Added 25.0%
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
CALL
$1.57 Million
39.5K
Q3 2024
Added 163.33%
SLV
I Shares Silver Trust

ETFs
CALL
$738,000
26K
Q3 2024
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$447,000
2.4K
Q3 2024
Reduced 46.67%
NVDA
Nvidia Corp

Technology
PUT
$1.12 Million
9.2K
Q3 2024
Added 2.22%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$1.21 Million
2.1K
Q3 2024
Reduced 58.12%
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
PUT
$225,000
1.3K
Q3 2024
Reduced 27.78%
UNH
Unitedhealth Group Inc

Healthcare
CALL
$409,000
700
Q2 2024
Added 40.0%
RTX
Raytheon Technologies Corp

Industrials
PUT
$242,000
2K
Q3 2024
New holding
MSFT
Microsoft Corp

Technology
CALL
$387,000
900
Q3 2024
Added 12.5%
COST
Costco Wholesale Corp

Consumer Defensive
PUT
$265,000
300
Q1 2024
New holding
AAPL
Apple Inc.

Technology
CALL
$302,000
1.3K
Q2 2024
New holding
GOOG
Alphabet Inc.

Communication Services
CALL
$284,000
1.7K
Q1 2024
New holding
ADBE
Adobe Inc.

Technology
CALL
$207,000
400
Q2 2024
Reduced 20.0%

Summary

  • Portfolio
  • No. of Stocks 4,393
  • Current Value $8.89 Billion
  • Prior Value $8.79 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 149 stocks
  • Additional Purchases 703 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 945 stocks
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