Atria Investments LLC New Holdings in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RECS
Columbia ETF Tr I

ETFs
185K
New
$33.61 - $36.42 $6.2M - $6.72M
185K $6.39M
UWM
Proshares Ultra Russell 2000

ETFs
107K
New
$41.07 - $50.82 $4.4M - $5.44M
107K $4.48M
BSMU
Invesco Exchange Self Ind Tr

ETFs
130K
New
$21.63 - $22.25 $2.81M - $2.89M
130K $2.82M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
34.4K
New
$73.49 - $86.09 $2.52M - $2.96M
34.4K $2.65M
IWV
Ishares Russell 3000 ETF

ETFs
7.76K
New
$323.08 - $349.08 $2.51M - $2.71M
7.76K $2.59M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
44.2K
New
$47.66 - $57.86 $2.11M - $2.56M
44.2K $2.51M
HGER
Harbor ETF Tr All Weather Infl
104K
New
$21.78 - $23.27 $2.26M - $2.41M
104K $2.3M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
93K
New
$22.72 - $23.0 $2.11M - $2.14M
93K $2.12M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
95.1K
New
$22.1 - $22.59 $2.1M - $2.15M
95.1K $2.11M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
45.4K
New
$42.95 - $45.72 $1.95M - $2.08M
45.4K $1.96M
RLY
Ssga Active ETF Tr

ETFs
63.6K
New
$26.85 - $29.18 $1.71M - $1.86M
63.6K $1.72M
BMO
Bank Of Montreal

Financial Services
15.9K
New
$89.75 - $103.39 $1.43M - $1.65M
15.9K $1.55M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
17.7K
New
$68.01 - $70.67 $1.2M - $1.25M
17.7K $1.21M
RPV
Invesco Exchange Traded Fd Tr

ETFs
11.8K
New
$87.41 - $97.21 $1.03M - $1.14M
11.8K $1.06M
IAT
Ishares Tr

ETFs
20K
New
$46.07 - $56.9 $922K - $1.14M
20K $1.01M
IYR
Ishares Tr

ETFs
10.6K
New
$90.74 - $102.87 $960K - $1.09M
10.6K $984K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
22.1K
New
$41.66 - $43.47 $923K - $963K
22.1K $944K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
27.1K
New
$28.23 - $35.28 $766K - $957K
27.1K $863K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
18.7K
New
$43.61 - $45.3 $817K - $849K
18.7K $835K
VT
Vanguard Total World Stk Index

ETFs
6.97K
New
$117.09 - $123.07 $816K - $858K
6.97K $818K
MAIN
Main Street Capital Corp

Financial Services
12.9K
New
$49.95 - $58.58 $643K - $754K
12.9K $754K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7.18K
New
$100.18 - $109.1 $719K - $783K
7.18K $753K
TOST
Toast, Inc.

Technology
19.1K
New
$27.43 - $43.54 $524K - $832K
19.1K $696K
KRE
Spdr S&P Regional Banking ETF

ETFs
11.3K
New
$54.6 - $68.9 $616K - $777K
11.3K $680K
AOR
Ishares Tr Core Growth Allocat

ETFs
11.8K
New
$57.32 - $59.66 $675K - $703K
11.8K $675K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
9.25K
New
$68.62 - $82.57 $635K - $764K
9.25K $635K
RE
Everest Re Group LTD

Financial Services
1.6K
New
N/A
1.6K $593K
IWY
Ishares Tr Russell 200 Growth

ETFs
2.51K
New
$216.72 - $244.71 $544K - $614K
2.51K $590K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
8.34K
New
$66.67 - $74.08 $556K - $618K
8.34K $567K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10K
New
$53.94 - $58.15 $542K - $584K
10K $566K
CMPO
Compo Secure, Inc.

Industrials
35.6K
New
$13.6 - $16.55 $484K - $589K
35.6K $545K
IDCC
Inter Digital, Inc.

Communication Services
2.64K
New
$142.61 - $200.59 $376K - $530K
2.64K $511K
TWLO
Twilio Inc

Communication Services
4.52K
New
$63.73 - $114.96 $288K - $520K
4.52K $488K
FHN
First Horizon Corp

Financial Services
21.9K
New
$14.91 - $21.42 $327K - $470K
21.9K $441K
FTC
First Tr Lge Cap Growth

ETFs
3.11K
New
$130.13 - $149.09 $405K - $464K
3.11K $428K
KT
Kt Corp

Communication Services
27.3K
New
$14.79 - $18.29 $404K - $500K
27.3K $424K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
11.2K
New
$36.3 - $37.43 $408K - $421K
11.2K $418K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
15.5K
New
$25.22 - $28.15 $390K - $435K
15.5K $414K
KNTK
Kinetik Holdings Inc.

Energy
7.27K
New
$45.65 - $61.95 $332K - $450K
7.27K $414K
AOA
Ishares Tr Core Aggressive All

ETFs
4.8K
New
$76.61 - $79.88 $368K - $383K
4.8K $367K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
13.8K
New
$26.38 - $35.44 $365K - $491K
13.8K $366K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
9.48K
New
$37.81 - $38.94 $358K - $369K
9.48K $366K
GTLB
Gitlab Inc.

Technology
6.41K
New
$48.76 - $67.19 $313K - $431K
6.41K $361K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
6.35K
New
$56.61 - $61.63 $359K - $391K
6.35K $359K
LMND
Lemonade, Inc.

Financial Services
9.62K
New
$15.65 - $51.81 $151K - $498K
9.62K $352K
OKTA
Okta, Inc.

Technology
4.46K
New
$71.81 - $86.11 $321K - $384K
4.46K $351K
CFLT
Confluent, Inc.

Technology
12.4K
New
$18.9 - $33.66 $235K - $418K
12.4K $347K
RMBS
Rambus Inc

Technology
6.36K
New
$40.13 - $59.14 $255K - $376K
6.36K $336K
MASI
Masimo Corp

Healthcare
2.03K
New
$132.43 - $177.7 $268K - $360K
2.03K $334K
Activity Summary
Buys All Purchases 944 New Holdings 138 Increased Positions 806 Sells All Sells 893 Reductions 893 Sold out 0 Options Calls 0 Puts 0
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