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
MEAR
Blackrock Short Maturity Munic

ETFs
940
+ 3.95%
$49.94 - $50.28 $46.9K - $47.3K
24.7K $1.23M
R
Ryder System Inc

Industrials
34
+ 1.2%
$138.78 - $170.03 $4.72K - $5.78K
2.88K $451K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.12K
+ 3.29%
$80.93 - $85.66 $252K - $267K
97.7K $7.91M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.4K
+ 8.5%
$20.08 - $20.61 $48.3K - $49.5K
30.7K $617K
BIBL
Northern Lts Fd Tr Iv

ETFs
1.27K
+ 16.07%
$38.73 - $42.41 $49.1K - $53.7K
9.15K $356K
NTAP
Net App, Inc.

Technology
937
+ 9.39%
$115.31 - $131.11 $108K - $123K
10.9K $1.27M
OMF
One Main Holdings, Inc.

Financial Services
231
+ 5.14%
$45.27 - $57.43 $10.5K - $13.3K
4.72K $246K
AER
Aer Cap Holdings N.V.

Industrials
306
+ 5.84%
$91.85 - $100.3 $28.1K - $30.7K
5.55K $530K
EEMA
Ishares Msci Emerging Markets

ETFs
719
+ 27.86%
$71.65 - $82.07 $51.5K - $59K
3.3K $236K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
5.61K
+ 12.47%
$10.56 - $11.31 $59.3K - $63.5K
50.6K $543K
CATY
Cathay General Bancorp

Financial Services
7
+ 0.1%
$41.63 - $53.85 $291 - $377
6.82K $324K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
1.74K
+ 16.67%
$13.61 - $14.58 $23.7K - $25.3K
12.2K $175K
BIT
Black Rock Multi Sector Income Trust

Financial Services
5.83K
+ 6.16%
$14.25 - $15.15 $83K - $88.2K
100K $1.46M
CATH
Global X Fds Global X S&P 500

ETFs
341
+ 7.71%
$68.5 - $73.81 $23.4K - $25.2K
4.76K $337K
ISCB
International Speedway Corp

ETFs
574
+ 0.88%
$57.44 - $64.3 $33K - $36.9K
65.5K $3.84M
RVT
Royce Value Trust, Inc.

Financial Services
1.9K
+ 18.43%
$15.15 - $16.9 $28.8K - $32.2K
12.2K $193K
HLLY
Holley Inc.

Consumer Cyclical
10K
New
$2.59 - $3.02 $25.9K - $30.2K
10K $30K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
245
+ 2.77%
$50.52 - $56.61 $12.4K - $13.9K
9.08K $482K
FIW
First Trust Water ETF

ETFs
1.19K
+ 9.32%
$102.02 - $110.91 $121K - $132K
13.9K $1.42M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
43
+ 0.11%
$42.26 - $43.93 $1.82K - $1.89K
37.8K $1.64M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.25K
+ 2.27%
$42.33 - $43.3 $180K - $184K
191K $8.15M
IRBO
Ishares Robotics & Artificial

ETFs
920
+ 5.52%
N/A
17.6K $563K
IOT
Samsara Inc.

Technology
1.82K
+ 15.77%
$42.67 - $56.35 $77.6K - $102K
13.3K $583K
VTWV
Vanguard Russell 2000 Value Et

ETFs
287
+ 6.09%
$143.69 - $159.92 $41.2K - $45.9K
5K $722K
FTQI
First Trust ETF Vi First Trust

ETFs
1.1K
+ 7.9%
$20.23 - $21.46 $22.2K - $23.6K
15K $312K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
700
+ 2.39%
$23.92 - $24.89 $16.7K - $17.4K
29.9K $733K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
333
+ 6.63%
$65.31 - $74.15 $21.7K - $24.7K
5.36K $361K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
57.4K
New
$0.5 - $0.95 $28.7K - $54.6K
57.4K $28K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
3.52K
+ 20.04%
$15.84 - $17.86 $55.7K - $62.8K
21.1K $339K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
261
+ 1.19%
$57.47 - $61.21 $15K - $16K
22.2K $1.3M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
283
+ 5.23%
$78.43 - $87.17 $22.2K - $24.7K
5.7K $456K
AMSC
American Superconductor Corp

Industrials
500
+ 4.18%
$21.33 - $36.81 $10.7K - $18.4K
12.5K $307K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.14K
+ 3.5%
$24.61 - $25.12 $52.6K - $53.7K
63.3K $1.56M
MRCC
Monroe Capital Corp

Financial Services
203
+ 0.38%
$7.82 - $8.64 $1.59K - $1.75K
53.7K $456K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
8.83K
+ 63.53%
$2.85 - $3.09 $25.2K - $27.3K
22.7K $65K
DHC
Diversified Healthcare Trust

Real Estate
10K
New
$2.17 - $4.13 $21.7K - $41.3K
10K $23K
GVI
Ishares Tr

ETFs
392
+ 6.41%
$103.89 - $107.05 $40.7K - $42K
6.5K $677K
LYG
Lloyds Banking Group PLC

Financial Services
15.4K
+ 31.29%
$2.67 - $3.23 $41.2K - $49.8K
64.7K $176K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
10
+ 0.1%
$21.45 - $24.97 $215 - $250
9.55K $228K
OCIO
ETF Ser Solutions Clearshares

ETFs
839
+ 2.75%
$33.67 - $35.08 $28.2K - $29.4K
31.4K $1.07M
AMZA
Etfis Ser Tr I

ETFs
231
+ 4.03%
$39.41 - $47.31 $9.1K - $10.9K
5.96K $254K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
3.32K
+ 13.53%
$5.22 - $5.86 $17.4K - $19.5K
27.9K $158K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
22.3K
+ 207.25%
$27.54 - $83.04 $613K - $1.85M
33K $914K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
410
+ 5.43%
$41.08 - $42.6 $16.8K - $17.5K
7.96K $333K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
5.78K
+ 5.26%
$21.01 - $22.0 $122K - $127K
116K $2.44M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.05K
+ 12.01%
$52.1 - $57.26 $107K - $118K
19.2K $998K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
2.2K
+ 10.6%
$12.65 - $13.62 $27.8K - $30K
23K $290K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
2
+ 0.04%
$194.9 - $214.12 $390 - $428
4.57K $921K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.25K
+ 8.51%
$67.29 - $73.38 $488K - $532K
92.5K $6.28M
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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