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
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
59.6K
+ 4.53%
$29.73 - $30.81 $1.77M - $1.83M
1.37M $41.9M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
114K
New
$22.21 - $24.22 $2.52M - $2.75M
114K $2.53M
MSTR
Microstrategy Inc

Technology
3.63K
+ 29.81%
$162.69 - $473.83 $590K - $1.72M
15.8K $4.57M
EFG
Msci Eafe Growth ETF

ETFs
67.2K
+ 18.21%
$96.83 - $106.88 $6.51M - $7.19M
437K $42.3M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
65K
New
$35.84 - $41.12 $2.33M - $2.67M
65K $2.51M
SCHX
Schwab Strategic Tr Us Large C

ETFs
262K
+ 323.37%
$22.4 - $68.28 $5.87M - $17.9M
343K $7.95M
IGLB
Ishares 10+ Year Investment Gr

ETFs
51.4K
+ 168.77%
$49.36 - $53.72 $2.54M - $2.76M
81.9K $4.05M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
71.9K
New
$32.51 - $34.98 $2.34M - $2.52M
71.9K $2.38M
VBR
Vanguard Small Cap Value ETF

ETFs
12.1K
+ 31.54%
$197.36 - $217.3 $2.39M - $2.63M
50.6K $10M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
64.7K
+ 48.09%
$35.45 - $40.33 $2.29M - $2.61M
199K $7.14M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
10.3K
+ 12.45%
$238.25 - $261.28 $2.45M - $2.69M
92.8K $22.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
26.9K
+ 20.35%
$98.47 - $109.35 $2.65M - $2.94M
159K $15.6M
EMB
Ishares Tr

ETFs
26.2K
+ 43.9%
$88.94 - $93.46 $2.33M - $2.45M
85.8K $7.64M
JNK
Spdr Bloomberg High Yield Bond

ETFs
22.4K
+ 54.15%
$94.77 - $97.36 $2.12M - $2.18M
63.6K $6.08M
TFLO
Ishares Treasury Floating Rate

ETFs
41K
+ 15.74%
$50.37 - $50.63 $2.07M - $2.08M
302K $15.2M
BMY
Bristol Myers Squibb CO

Healthcare
21.5K
+ 12.72%
$51.92 - $59.94 $1.12M - $1.29M
191K $10.8M
BALT
Innovator Etfs Tr
61.4K
+ 36.96%
$30.76 - $31.55 $1.89M - $1.94M
228K $7.15M
GS
Goldman Sachs Group Inc

Financial Services
1.35K
+ 8.42%
$486.1 - $608.57 $655K - $820K
17.3K $9.93M
SCHV
Schwab Strategic Tr Us Large C

ETFs
129K
+ 516.85%
$25.79 - $80.4 $3.33M - $10.4M
154K $4.02M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
26.1K
+ 19.44%
$81.68 - $82.93 $2.13M - $2.16M
160K $13.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
43.6K
+ 12.4%
$74.5 - $78.37 $3.25M - $3.42M
395K $29.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.52K
+ 0.85%
$49.03 - $53.35 $369K - $401K
890K $45.6M
HYDB
Ishares Tr Edge High Yield Def

ETFs
40.6K
New
$46.68 - $47.95 $1.9M - $1.95M
40.6K $1.91M
PHYS
Sprott Physical Gold Trust

Financial Services
99.9K
+ 24.23%
$19.66 - $21.66 $1.96M - $2.16M
512K $10.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
30.6K
+ 19.39%
$80.13 - $83.77 $2.45M - $2.57M
189K $15.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
217K
+ 314.29%
$22.01 - $66.82 $4.78M - $14.5M
286K $6.5M
COIN
Coinbase Global, Inc.

Technology
5.27K
+ 65.23%
$163.17 - $343.62 $859K - $1.81M
13.3K $3.31M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
77.4K
New
$23.7 - $24.34 $1.83M - $1.88M
77.4K $1.85M
SHV
Ishares Tr

ETFs
17.1K
+ 25.24%
$109.92 - $110.57 $1.88M - $1.89M
84.8K $9.34M
MRVL
Marvell Technology, Inc.

Technology
1.79K
+ 4.22%
$70.31 - $124.78 $126K - $223K
44.2K $4.88M
CSCO
Cisco Systems, Inc.

Technology
14.1K
+ 8.58%
$52.45 - $60.02 $740K - $846K
178K $10.6M
MGV
Vanguard Mega Cap Value

ETFs
17.2K
+ 16.88%
$124.06 - $133.48 $2.14M - $2.3M
119K $14.9M
VST
Vistra Corp.

Utilities
13.1K
New
$115.74 - $166.61 $1.52M - $2.18M
13.1K $1.81M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
51.3K
+ 17.91%
$44.87 - $46.86 $2.3M - $2.4M
337K $15.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
18.9K
+ 29.58%
$106.33 - $110.69 $2.01M - $2.09M
82.8K $8.83M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
15K
+ 22.28%
$134.53 - $150.65 $2.02M - $2.26M
82.3K $11.1M
MBB
Ishares Tr

ETFs
33K
+ 10.6%
$91.26 - $95.82 $3.02M - $3.17M
345K $31.6M
MSI
Motorola Solutions, Inc.

Technology
3.65K
+ 93.68%
$449.08 - $504.6 $1.64M - $1.84M
7.54K $3.49M
BXSL
Blackstone Secured Lending Fund

Financial Services
52.4K
+ 583.86%
$29.25 - $33.27 $1.53M - $1.74M
61.4K $1.98M
MO
Altria Group, Inc.

Consumer Defensive
28.6K
+ 16.21%
$49.06 - $57.74 $1.4M - $1.65M
205K $10.7M
OGE
Oge Energy Corp.

Utilities
40.7K
New
$39.65 - $44.08 $1.61M - $1.79M
40.7K $1.68M
EPD
Enterprise Products Partners L.P.

Energy
38.2K
+ 21.4%
$28.66 - $34.43 $1.09M - $1.31M
216K $6.79M
POCT
Innovator U.S. Equity Power Bu

ETFs
39.9K
+ 176.51%
$38.63 - $40.03 $1.54M - $1.6M
62.5K $2.47M
IGV
Ishares Expanded Tech Software

ETFs
11.8K
+ 32.18%
$87.5 - $110.17 $1.03M - $1.3M
48.5K $4.85M
VBK
Vanguard Small Cap Growth ETF

ETFs
5.3K
+ 76.02%
$264.18 - $304.19 $1.4M - $1.61M
12.3K $3.44M
SPIB
Spdr Portfolio Intermediate Te

ETFs
50.3K
+ 53.34%
$32.65 - $33.68 $1.64M - $1.7M
145K $4.74M
AXP
American Express CO

Financial Services
1.75K
+ 4.33%
$267.35 - $305.57 $467K - $534K
42.1K $12.5M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
21.9K
+ 34.26%
$99.04 - $109.59 $2.16M - $2.4M
85.6K $8.53M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
31.2K
+ 12.47%
$50.62 - $50.97 $1.58M - $1.59M
281K $14.3M
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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