Atria Wealth Solutions, Inc. Purchases in Q3 2024

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IAC
Iac/Inter Active Corp

Communication Services
900
+ 4.66%
$45.12 - $54.7 $40.6K - $49.2K
20.2K $1.09M
GVI
Ishares Tr

ETFs
1.56K
+ 34.24%
$103.17 - $107.43 $161K - $167K
6.11K $654K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
66
+ 0.11%
$32.04 - $37.11 $2.11K - $2.45K
62.2K $2.27M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
322
+ 1.05%
$39.95 - $45.86 $12.9K - $14.8K
31K $1.41M
GEO
Geo Group Inc

Real Estate
14K
New
$12.12 - $17.96 $170K - $252K
14K $180K
EPD
Enterprise Products Partners L.P.

Energy
5.42K
+ 3.14%
$27.88 - $30.0 $151K - $163K
178K $5.19M
XP
Xp Inc.

Financial Services
10K
New
$15.95 - $20.0 $160K - $200K
10K $179K
DUOL
Duolingo, Inc.

Technology
11
+ 0.46%
$158.85 - $287.54 $1.75K - $3.16K
2.38K $671K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
20K
New
$7.63 - $12.31 $153K - $246K
20K $177K
JMBS
Janus Detroit Str Tr Henderson

ETFs
2.33K
+ 7.05%
$44.13 - $47.01 $103K - $109K
35.3K $1.65M
BXP
Boston Properties Inc

Real Estate
143
+ 1.67%
$60.3 - $82.49 $8.62K - $11.8K
8.7K $700K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.61K
+ 18.78%
$22.61 - $22.79 $172K - $173K
48.1K $1.09M
EUSB
Ishares Tr Esg Advanced Total

Technology
1.52K
+ 2.57%
$42.09 - $44.64 $64.1K - $68K
60.8K $2.69M
NWE
Northwestern Corp

Utilities
1.91K
+ 22.14%
$48.68 - $57.27 $92.8K - $109K
10.5K $601K
DTE
Dte Energy CO

Utilities
68
+ 0.74%
$108.67 - $128.41 $7.39K - $8.73K
9.28K $1.19M
MBLY
Mobileye Global Inc.
12.2K
New
$10.57 - $27.89 $129K - $341K
12.2K $167K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.01K
+ 10.5%
$98.24 - $109.56 $98.7K - $110K
10.6K $1.16M
FDT
First Trust Developed Markets

ETFs
1.33K
+ 3.88%
$51.36 - $58.76 $68.2K - $78K
35.5K $2.05M
OPRA
Opera LTD

Communication Services
10.3K
New
$10.87 - $16.18 $112K - $167K
10.3K $159K
HUBB
Hubbell Inc

Industrials
127
+ 7.8%
$355.55 - $428.48 $45.2K - $54.4K
1.76K $752K
JD
Jd.Com, Inc.

Consumer Cyclical
639
+ 6.96%
$24.95 - $40.01 $15.9K - $25.6K
9.82K $393K
ACGL
Arch Capital Group Ltd.

Financial Services
130
+ 1.02%
$94.47 - $114.25 $12.3K - $14.9K
12.9K $1.44M
HPQ
Hp Inc

Technology
3.46K
+ 9.67%
$32.02 - $38.11 $111K - $132K
39.2K $1.41M
EGO
Eldorado Gold Corp

Basic Materials
7.23K
+ 72.25%
$14.68 - $18.48 $106K - $134K
17.2K $299K
DSL
Double Line Income Solutions Fund

Financial Services
9.02K
+ 12.24%
$12.42 - $13.06 $112K - $118K
82.7K $1.07M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
256
+ 1.18%
$52.25 - $58.97 $13.4K - $15.1K
22K $1.3M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
2.29K
+ 10.49%
$46.88 - $48.92 $107K - $112K
24.1K $1.18M
AGOX
Starboard Invt Tr

ETFs
4.58K
+ 27.32%
$26.6 - $29.57 $122K - $135K
21.3K $615K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
8.45K
+ 7.04%
$11.01 - $11.6 $93.1K - $98.1K
129K $1.48M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
10.3K
+ 21.49%
$9.67 - $10.51 $99.7K - $108K
58.3K $612K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
210
+ 0.37%
$30.27 - $34.42 $6.36K - $7.23K
56.6K $1.93M
CMS
Cms Energy Corp

Utilities
485
+ 5.08%
$58.7 - $70.62 $28.5K - $34.3K
10K $708K
VLUE
Ishares Msci Usa Value Factor

ETFs
922
+ 12.8%
$99.14 - $109.18 $91.4K - $101K
8.12K $885K
CLOI
Vaneck ETF Tr

ETFs
2.56K
+ 9.57%
$52.65 - $53.04 $135K - $136K
29.3K $1.55M
BCE
Bce Inc

Communication Services
3.12K
+ 25.09%
$31.33 - $36.08 $97.7K - $112K
15.5K $540K
HAS
Hasbro, Inc.

Consumer Cyclical
1.16K
+ 30.33%
$56.54 - $72.32 $65.4K - $83.6K
4.97K $359K
AVLV
American Centy ETF Tr Avantis
1.9K
+ 49.59%
$60.05 - $65.83 $114K - $125K
5.72K $376K
KEY
Keycorp

Financial Services
1.83K
+ 4.47%
$13.95 - $17.34 $25.6K - $31.8K
42.8K $717K
DGX
Quest Diagnostics Inc

Healthcare
977
+ 58.4%
$137.09 - $137.09 $134K - $134K
2.65K $363K
VCV
Invesco California Value Municipal Income Trust

Financial Services
6.02K
+ 4.11%
$10.37 - $11.37 $62.4K - $68.4K
152K $1.66M
BGT
Blackrock Floating Rate Income Trust

Financial Services
9.97K
+ 35.45%
$12.37 - $13.2 $123K - $132K
38.1K $492K
PTLO
Portillo'S Inc.

Consumer Cyclical
1.79K
+ 6.34%
$8.88 - $13.54 $15.9K - $24.3K
30.1K $405K
ILCV
Ishares Morningstar Value ETF

ETFs
900
+ 9.44%
$75.47 - $82.2 $67.9K - $74K
10.4K $857K
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.34K
+ 11.34%
$31.4 - $40.35 $73.4K - $94.3K
22.9K $860K
VTWV
Vanguard Russell 2000 Value Et

ETFs
483
+ 11.42%
$132.06 - $150.96 $63.8K - $72.9K
4.71K $693K
MAS
Masco Corp

Industrials
74
+ 1.06%
$64.7 - $83.94 $4.79K - $6.21K
7.04K $590K
JBBB
Janus Detroit Str Tr Henderson

ETFs
2.69K
+ 9.09%
$48.27 - $49.33 $130K - $133K
32.3K $1.58M
AON
Aon PLC

Financial Services
91
+ 5.1%
$293.16 - $351.06 $26.7K - $31.9K
1.87K $648K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
4.87K
+ 35.47%
$21.35 - $22.73 $104K - $111K
18.6K $419K
Activity Summary
Buys All Purchases 852 New Holdings 149 Increased Positions 703 Sells All Sells 945 Reductions 945 Sold out 0 Options Calls 8 Puts 5
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