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
GNTX
Gentex Corp

Consumer Cyclical
5
+ 0.06%
$28.6 - $31.34 $143 - $157
8.09K $232K
GEF
Greif, Inc

Consumer Cyclical
19
+ 0.35%
$60.32 - $72.15 $1.15K - $1.37K
5.5K $335K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
73
+ 0.66%
$23.7 - $24.51 $1.73K - $1.79K
11.2K $265K
QPFF
American Centy ETF Tr Quality
272
+ 2.93%
$35.78 - $38.29 $9.73K - $10.4K
9.54K $343K
JRS
Nuveen Real Estate Income Fund

Financial Services
527
+ 2.53%
$8.09 - $9.64 $4.26K - $5.08K
21.3K $183K
EWX
Spdr S&P Emerging Markets Smal

ETFs
53
+ 1.57%
$58.61 - $64.79 $3.11K - $3.43K
3.42K $200K
HYGV
Flexshares Tr High Yield Value

ETFs
118
+ 0.74%
$40.53 - $41.51 $4.78K - $4.9K
16.1K $655K
SVOL
Simplify ETF Simplify Volatili

ETFs
400
+ 2.5%
$20.4 - $21.93 $8.16K - $8.77K
16.4K $341K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
39
+ 0.32%
$23.56 - $25.94 $919 - $1.01K
12.1K $294K
HUM
Humana Inc

Healthcare
281
+ 21.14%
$233.89 - $304.18 $65.7K - $85.5K
1.61K $408K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
122
+ 0.92%
$11.92 - $13.29 $1.45K - $1.62K
13.3K $160K
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
79
+ 0.66%
$49.43 - $52.12 $3.9K - $4.12K
12.1K $597K
FPA
First Trust Asia Pacific Ex Ja

ETFs
2.49K
+ 9.6%
$27.35 - $30.56 $68.2K - $76.2K
28.4K $779K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
60
+ 0.58%
$7.21 - $9.99 $433 - $599
10.4K $75K
LFUS
Littelfuse Inc

Technology
50
+ 5.54%
$233.99 - $262.18 $11.7K - $13.1K
953 $224K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
974
+ 1.5%
$8.1 - $9.04 $7.89K - $8.8K
66K $546K
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
453
+ 3.51%
$39.87 - $42.45 $18.1K - $19.2K
13.4K $532K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
113
+ 0.91%
$18.1 - $19.97 $2.05K - $2.26K
12.6K $228K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.76K
+ 2.78%
$88.59 - $94.57 $776K - $828K
324K $28.7M
BMI
Badger Meter Inc

Technology
16
+ 0.49%
$199.06 - $237.67 $3.18K - $3.8K
3.27K $694K
CSGP
Costar Group, Inc.

Real Estate
176
+ 2.31%
$69.7 - $81.97 $12.3K - $14.4K
7.79K $557K
KIO
Kkr Income Opportunities Fund

Financial Services
119
+ 0.9%
$13.03 - $15.04 $1.55K - $1.79K
13.4K $178K
NTR
Nutrien Ltd.

Basic Materials
65
+ 1.11%
$44.04 - $50.78 $2.86K - $3.3K
5.92K $264K
VONV
Vanguard Russell 1000 Value Et

ETFs
538
+ 1.78%
$80.87 - $87.69 $43.5K - $47.2K
30.8K $2.5M
WFG
West Fraser Timber Co., LTD

Basic Materials
120
+ 4.35%
$84.65 - $101.14 $10.2K - $12.1K
2.88K $249K
HLN
Haleon PLC

Healthcare
2.76K
+ 6.11%
$9.23 - $10.71 $25.5K - $29.5K
47.9K $457K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
115
+ 0.88%
$19.82 - $21.55 $2.28K - $2.48K
13.3K $262K
VTR
Ventas, Inc.

Real Estate
9
+ 0.23%
$57.73 - $66.48 $520 - $598
3.86K $227K
DD
Du Pont De Nemours, Inc.

Basic Materials
6.69K
+ 16.21%
$75.95 - $88.05 $508K - $589K
47.9K $3.65M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
38
+ 0.25%
$26.08 - $27.65 $991 - $1.05K
15K $392K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
300
+ 2.67%
$19.41 - $22.68 $5.82K - $6.8K
11.6K $224K
FE
Firstenergy Corp

Utilities
660
+ 6.19%
$39.14 - $44.52 $25.8K - $29.4K
11.3K $450K
IFRA
Ishares Tr

ETFs
1.35K
+ 1.09%
$45.94 - $51.71 $62.1K - $69.9K
126K $5.83M
PCEF
Invesco Cef Income Composite E

ETFs
79
+ 0.18%
$19.05 - $19.86 $1.5K - $1.57K
44.4K $851K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
13
+ 0.14%
$102.08 - $110.92 $1.33K - $1.44K
9.6K $983K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
313
+ 2.65%
$10.1 - $12.06 $3.16K - $3.77K
12.1K $122K
WCN
Waste Connections, Inc.

Industrials
15
+ 0.42%
$171.06 - $193.25 $2.57K - $2.9K
3.59K $616K
DFIC
Dimensional ETF Tr Dimensional

ETFs
138
+ 1.12%
$25.61 - $28.0 $3.53K - $3.86K
12.4K $321K
YMAR
First Tr Ex Tr Viii Cboe Vest
466
+ 1.84%
$22.79 - $24.1 $10.6K - $11.2K
25.8K $588K
SJM
J M Smucker CO

Consumer Defensive
173
+ 4.0%
$106.92 - $121.75 $18.5K - $21.1K
4.49K $494K
GWRE
Guidewire Software, Inc.

Technology
23
+ 0.98%
$168.58 - $207.12 $3.88K - $4.76K
2.38K $401K
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.27K
+ 3.6%
$44.03 - $46.65 $56K - $59.3K
36.6K $1.62M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
272
+ 0.99%
$48.12 - $52.79 $13.1K - $14.4K
27.7K $1.34M
HFRO
Highland Income Fund\Ma

Financial Services
2.77K
+ 5.3%
$5.16 - $6.21 $14.3K - $17.2K
55.1K $286K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
608
+ 1.74%
$20.04 - $22.53 $12.2K - $13.7K
35.5K $717K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
8
+ 0.09%
$28.08 - $34.19 $225 - $274
9.03K $253K
CGAU
Centerra Gold Inc.

Basic Materials
5K
+ 11.11%
$5.56 - $7.6 $27.8K - $38K
50K $284K
LAND
Gladstone Land Corp

Real Estate
842
+ 5.31%
$10.48 - $13.85 $8.82K - $11.7K
16.7K $181K
IYM
Ishares Tr

ETFs
8
+ 0.4%
$129.15 - $153.25 $1.03K - $1.23K
2.01K $261K
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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