Atria Wealth Solutions, Inc. Purchases in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
2.12K
+ 1.23%
$213.65 - $479.86 $454K - $1.02M
175K $70.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
108K
+ 119.96%
$198.04 - $221.51 $21.4M - $23.9M
198K $41.6M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
416K
+ 112.64%
$50.0 - $50.27 $20.8M - $20.9M
784K $39.3M
SPYG
Spdr Portfolio

ETFs
146K
+ 49.34%
$81.74 - $91.38 $12M - $13.4M
443K $38.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
17.6K
+ 7.59%
$567.81 - $607.81 $10M - $10.7M
250K $146M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
62.8K
+ 200.49%
$201.32 - $217.44 $12.6M - $13.7M
94.1K $19.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
156K
+ 22.48%
$77.02 - $78.58 $12.1M - $12.3M
853K $65.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
94.5K
+ 64.08%
$95.27 - $107.82 $9M - $10.2M
242K $25M
PLTR
Palantir Technologies Inc.

Technology
5.62K
+ 2.38%
$36.46 - $82.38 $205K - $463K
242K $18.3M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
74K
+ 394.15%
$119.61 - $136.3 $8.85M - $10.1M
92.8K $11.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.23K
+ 0.74%
$481.22 - $538.17 $1.07M - $1.2M
304K $155M
CWB
Spdr Bloomberg Convertible Sec

ETFs
103K
+ 243.52%
$76.21 - $82.24 $7.82M - $8.44M
145K $11.3M
IWY
Ishares Tr Russell 200 Growth

ETFs
32.1K
+ 103.58%
$216.72 - $244.71 $6.95M - $7.85M
63K $14.8M
FDIG
Fidelity Covington Tr Crypto I

ETFs
234K
+ 1914.83%
$25.8 - $42.94 $6.03M - $10M
246K $8M
VNQ
Vanguard Specialized Funds Van

ETFs
106K
+ 39.02%
$87.85 - $98.6 $9.33M - $10.5M
378K $33.7M
RDVY
First Trust Rising Dividend Ac

ETFs
107K
+ 17.26%
$58.65 - $64.37 $6.25M - $6.86M
724K $42.8M
HYG
Ishares Tr

ETFs
81.1K
+ 35.46%
$78.09 - $80.04 $6.33M - $6.49M
310K $24.4M
ET
Energy Transfer LP

Energy
208K
+ 43.98%
$16.05 - $19.86 $3.34M - $4.13M
681K $13.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
13.1K
+ 53.87%
$340.59 - $380.5 $4.47M - $4.99M
37.5K $13.7M
DDOG
Datadog, Inc.

Technology
34.9K
+ 450.79%
$113.98 - $168.65 $3.98M - $5.88M
42.6K $6.09M
DASH
Door Dash, Inc.

Communication Services
30.4K
+ 1832.97%
$141.93 - $180.48 $4.32M - $5.49M
32.1K $5.38M
IETC
Ishares U S ETF Tr

ETFs
56.1K
+ 405.03%
$77.24 - $89.31 $4.34M - $5.01M
70K $5.97M
JPIE
J P Morgan Exchange Traded Fd
106K
+ 172.08%
$45.59 - $46.25 $4.83M - $4.9M
167K $7.64M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
60.2K
+ 16.11%
$66.77 - $71.52 $4.02M - $4.3M
434K $29.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
17.6K
+ 207.09%
$241.48 - $274.89 $4.25M - $4.84M
26.1K $6.63M
JEPI
J P Morgan Exchange Traded Fd

ETFs
118K
+ 10.34%
$57.53 - $60.83 $6.8M - $7.19M
1.26M $72.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
50K
+ 11.77%
$91.29 - $91.8 $4.56M - $4.59M
474K $43.4M
IEMG
Ishares Inc

ETFs
81.2K
+ 31.35%
N/A
340K $18.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
10.1K
+ 31.89%
$316.94 - $357.88 $3.21M - $3.63M
41.9K $14.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
58.5K
+ 13.87%
$53.94 - $58.15 $3.15M - $3.4M
480K $27.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.24K
+ 7.81%
$370.24 - $418.94 $1.94M - $2.19M
72.3K $29M
IAI
Ishares Tr Us Broker Dealers &

ETFs
24.8K
+ 167.41%
$127.59 - $153.41 $3.16M - $3.8M
39.6K $5.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
166K
+ 82.13%
$23.29 - $23.93 $3.86M - $3.96M
367K $8.61M
MUB
Ishares National Muni Bond ETF

ETFs
38.8K
+ 14.83%
$105.78 - $108.7 $4.1M - $4.22M
300K $32M
WMT
Walmart Inc.

Consumer Defensive
9.79K
+ 3.49%
$79.1 - $95.7 $775K - $937K
291K $26.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
82.7K
+ 9.57%
$56.06 - $61.35 $4.63M - $5.07M
947K $53.5M
PDI
Pimco Dynamic Income Fund

Financial Services
338K
+ 23.18%
$18.33 - $20.85 $6.2M - $7.05M
1.8M $33M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
38.4K
+ 70.51%
$85.41 - $87.1 $3.28M - $3.34M
92.8K $8.01M
CRWD
Crowd Strike Holdings, Inc.

Technology
4.38K
+ 14.88%
$275.15 - $388.2 $1.2M - $1.7M
33.8K $11.6M
SECT
Sector 10, Inc.

ETFs
50.5K
+ 14.37%
$53.17 - $57.82 $2.69M - $2.92M
402K $22M
CRM
Salesforce, Inc.

Technology
818
+ 1.82%
$270.87 - $367.87 $222K - $301K
45.7K $15.3M
XLY
Select Sector Spdr Consumer Di

ETFs
9.86K
+ 35.22%
$194.8 - $239.43 $1.92M - $2.36M
37.9K $8.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
64K
+ 23.39%
$48.33 - $49.08 $3.09M - $3.14M
338K $16.4M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
42.6K
New
$62.09 - $82.32 $2.65M - $3.51M
42.6K $2.85M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
62K
+ 165.51%
$46.69 - $49.2 $2.9M - $3.05M
99.5K $4.65M
SUB
Ishares Short Term National Mu

ETFs
26.6K
+ 81.32%
$104.94 - $106.2 $2.79M - $2.83M
59.3K $6.26M
OKE
Oneok Inc

Energy
20.9K
+ 29.98%
$92.28 - $117.05 $1.93M - $2.44M
90.5K $9.09M
SCHO
Schwab Short Term Us Treasury

ETFs
157K
+ 369.62%
$24.06 - $48.88 $3.77M - $7.66M
199K $4.79M
XLF
Financial Sector Spdr

ETFs
25.6K
+ 5.53%
$44.89 - $51.34 $1.15M - $1.32M
489K $23.6M
Activity Summary
Buys All Purchases 1036 New Holdings 206 Increased Positions 830 Sells All Sells 796 Reductions 796 Sold out 0 Options Calls 22 Puts 5
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