Atria Investments LLC Sells in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-713K
- 50.33%
$23.42 - $24.2 $16.7M - $17.3M
704K $16.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-266K
- 18.13%
$45.07 - $47.1 $12M - $12.5M
1.2M $54.4M
UNH
Unitedhealth Group Inc

Healthcare
-12.1K
- 13.99%
$485.52 - $625.25 $5.89M - $7.58M
74.6K $37.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-120K
- 60.41%
$100.16 - $100.7 $12M - $12.1M
78.7K $7.89M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-119K
- 45.68%
$91.29 - $91.8 $10.8M - $10.9M
141K $12.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-89.6K
- 31.66%
$87.1 - $98.49 $7.8M - $8.82M
193K $16.9M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-362K
- 87.92%
$28.48 - $29.56 $10.3M - $10.7M
49.7K $1.46M
USTB
Victory Portfolios Ii Victorys

ETFs
-194K
- 79.63%
$50.06 - $50.85 $9.7M - $9.86M
49.6K $2.49M
VEA
Vanguard Ftse Developed Market

ETFs
-53.1K
- 4.2%
$47.57 - $52.44 $2.53M - $2.78M
1.21M $57.9M
NVO
Novo Nordisk A S

Healthcare
-29K
- 15.69%
$85.0 - $120.04 $2.47M - $3.49M
156K $13.4M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-125K
- 21.72%
$59.74 - $60.03 $7.47M - $7.51M
451K $26.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-70.9K
- 89.93%
$100.22 - $100.73 $7.1M - $7.14M
7.93K $795K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-273K
- 96.84%
$25.35 - $25.53 $6.92M - $6.97M
8.91K $226K
GBIL
Goldman Sachs Access Treasury

ETFs
-67.7K
- 32.6%
$99.85 - $100.22 $6.76M - $6.78M
140K $14M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-134K
- 66.16%
$50.37 - $50.6 $6.74M - $6.77M
68.4K $3.45M
MSFT
Microsoft Corp

Technology
-6.22K
- 1.42%
$406.35 - $454.46 $2.53M - $2.83M
432K $182M
MRK
Merck & Co., Inc.

Healthcare
-23.5K
- 9.11%
$96.31 - $114.76 $2.27M - $2.7M
235K $23.4M
LEN
Lennar Corp

Consumer Cyclical
-1.91K
- 2.06%
$136.2 - $188.96 $260K - $360K
90.8K $12.4M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-98.5K
- 11.35%
$42.33 - $43.3 $4.17M - $4.26M
769K $32.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-76.6K
- 26.82%
$66.77 - $71.52 $5.11M - $5.48M
209K $14.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-90.6K
- 67.7%
$51.54 - $52.55 $4.67M - $4.76M
43.2K $2.23M
ELV
Elevance Health, Inc.

Healthcare
-4.9K
- 25.05%
$365.96 - $514.62 $1.79M - $2.52M
14.7K $5.41M
PLD
Prologis, Inc.

Real Estate
-24.5K
- 23.43%
$101.4 - $126.96 $2.49M - $3.11M
80.2K $8.47M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-54.1K
- 32.58%
N/A
112K $9.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-69.2K
- 16.12%
$56.06 - $61.35 $3.88M - $4.24M
360K $20.3M
ADBE
Adobe Inc.

Technology
-1.92K
- 3.86%
$437.39 - $552.96 $838K - $1.06M
47.7K $21.2M
VTV
Vanguard Value ETF

ETFs
-12.6K
- 2.96%
$168.32 - $181.87 $2.13M - $2.3M
414K $70.1M
KO
Coca Cola CO

Consumer Defensive
-22.6K
- 7.54%
$61.74 - $71.71 $1.4M - $1.62M
277K $17.3M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-197K
- 25.51%
$20.98 - $21.19 $4.14M - $4.18M
576K $12.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1.69K
- 20.25%
$701.85 - $1046.91 $1.18M - $1.76M
6.64K $4.73M
EFV
Msci Eafe Value ETF

ETFs
-4.17K
- 0.58%
$51.78 - $57.15 $216K - $239K
716K $37.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-8.58K
- 1.92%
$106.56 - $113.11 $914K - $970K
438K $46.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
-32.6K
- 4.47%
$57.78 - $60.4 $1.88M - $1.97M
696K $40.4M
PEP
Pepsico Inc

Consumer Defensive
-10.8K
- 9.58%
$151.29 - $176.1 $1.63M - $1.89M
102K $15.4M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-36.3K
- 88.19%
$99.0 - $99.5 $3.59M - $3.61M
4.86K $481K
KLAC
Kla Corp

Technology
-3.2K
- 30.03%
$614.46 - $829.55 $1.96M - $2.65M
7.45K $4.69M
HSY
Hershey CO

Consumer Defensive
-16.1K
- 43.59%
$168.67 - $193.65 $2.71M - $3.11M
20.8K $3.52M
AMGN
Amgen Inc

Healthcare
-2.44K
- 5.18%
$258.78 - $328.31 $630K - $799K
44.6K $11.6M
AMT
American Tower Corp

Real Estate
-6.7K
- 14.98%
$179.4 - $232.01 $1.2M - $1.55M
38K $6.98M
CDW
Cdw Corp

Technology
-11.2K
- 53.79%
$171.49 - $225.64 $1.91M - $2.52M
9.58K $1.67M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-15K
- 5.63%
$176.42 - $186.91 $2.64M - $2.8M
251K $44.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.4K
- 1.61%
$44.04 - $49.49 $460K - $517K
636K $28M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-28.8K
- 88.43%
$100.24 - $101.35 $2.89M - $2.92M
3.77K $378K
SBUX
Starbucks Corp

Consumer Cyclical
-20.8K
- 13.2%
$87.44 - $102.5 $1.82M - $2.14M
137K $12.5M
AVUV
American Centy ETF Tr Avantis

ETFs
-30.8K
- 11.93%
$94.37 - $106.41 $2.9M - $3.27M
227K $21.9M
SRLN
Ssga Active Trust

ETFs
-67K
- 60.85%
$41.48 - $42.08 $2.78M - $2.82M
43.1K $1.8M
FICO
Fair Isaac Corp

Technology
-1.53K
- 26.41%
$1911.01 - $2382.4 $2.93M - $3.65M
4.27K $8.51M
NKE
Nike, Inc.

Consumer Cyclical
-23.3K
- 28.99%
$73.36 - $89.13 $1.71M - $2.08M
57.1K $4.32M
ASML
Asml Holding Nv

Technology
-1.19K
- 8.69%
$658.43 - $872.27 $781K - $1.03M
12.5K $8.64M
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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