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
CAH
Cardinal Health Inc

Healthcare
9.84K
+ 20.86%
$107.89 - $125.33 $1.06M - $1.23M
57K $6.74M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
220K
+ 157.55%
$22.63 - $47.53 $4.97M - $10.4M
359K $8.15M
AES
Aes Corp

Utilities
117K
New
$12.44 - $20.24 $1.45M - $2.36M
117K $1.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
8.74K
+ 23.41%
$129.96 - $144.97 $1.14M - $1.27M
46.1K $6.42M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
19.3K
+ 30.25%
$58.39 - $67.04 $1.13M - $1.29M
83.2K $5.28M
QDPL
Pacer Fds Tr Metaurus Us Large
37.6K
+ 56.59%
$37.54 - $40.11 $1.41M - $1.51M
104K $3.99M
WPC
W. P. Carey Inc.

Real Estate
36.4K
+ 55.32%
$53.44 - $61.33 $1.94M - $2.23M
102K $5.56M
HON
Honeywell International Inc

Industrials
3.68K
+ 11.95%
$202.84 - $236.0 $747K - $869K
34.5K $7.79M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
213K
+ 715.09%
$6.56 - $7.11 $1.4M - $1.51M
242K $1.63M
EMN
Eastman Chemical CO

Basic Materials
15.4K
New
$90.03 - $110.64 $1.39M - $1.71M
15.4K $1.41M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12.7K
+ 3.45%
$126.68 - $134.74 $1.61M - $1.71M
381K $48.6M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
13.2K
+ 159.83%
$108.6 - $115.42 $1.43M - $1.52M
21.4K $2.34M
IEFA
Ishares Tr

ETFs
66.5K
+ 15.7%
$70.06 - $77.43 $4.66M - $5.15M
490K $34.4M
KMI
Kinder Morgan, Inc.

Energy
18.1K
+ 10.84%
$22.59 - $28.54 $408K - $516K
185K $5.06M
CBRE
Cbre Group, Inc.

Real Estate
10.4K
New
$119.22 - $140.71 $1.24M - $1.46M
10.4K $1.36M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21.8K
+ 5.31%
$65.67 - $69.79 $1.43M - $1.52M
431K $28.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
68.6K
+ 431.99%
$25.74 - $53.78 $1.77M - $3.69M
84.5K $2.18M
APP
App Lovin Corp

Technology
2.59K
+ 111.67%
$130.67 - $401.5 $339K - $1.04M
4.92K $1.59M
XLC
Select Sector Spdr Tr Communic

ETFs
11.6K
+ 44.9%
$89.66 - $102.16 $1.04M - $1.18M
37.3K $3.61M
MS
Morgan Stanley

Financial Services
2.32K
+ 5.03%
$104.42 - $134.99 $242K - $313K
48.4K $6.08M
XLG
Invesco Exchange Traded Fd Tr

ETFs
22K
+ 30.46%
$46.94 - $51.62 $1.03M - $1.13M
94.1K $4.7M
BNDX
Vanguard Total International B

ETFs
51.7K
+ 5.03%
$48.91 - $50.61 $2.53M - $2.62M
1.08M $52.9M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
29K
+ 426.53%
$42.25 - $43.54 $1.22M - $1.26M
35.8K $1.53M
CTRA
Coterra Energy Inc.

Energy
47.9K
+ 486.24%
$22.71 - $27.63 $1.09M - $1.32M
57.7K $1.47M
BKNG
Booking Holdings Inc.

Consumer Cyclical
62
+ 5.08%
$4100.99 - $5300.34 $254K - $329K
1.28K $6.37M
IAT
Ishares Tr

ETFs
23.8K
+ 232.16%
$46.07 - $56.9 $1.1M - $1.35M
34K $1.71M
ALL
Allstate Corp

Financial Services
6.22K
+ 139.98%
$181.25 - $208.2 $1.13M - $1.29M
10.7K $2.05M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
34.7K
New
$34.1 - $36.82 $1.18M - $1.28M
34.7K $1.21M
C
Citigroup Inc

Financial Services
2.36K
+ 1.76%
$61.31 - $72.5 $145K - $171K
137K $9.62M
IWR
Ishares Russell Mid Cap ETF

ETFs
13.5K
+ 20.92%
$87.25 - $95.52 $1.18M - $1.29M
77.9K $6.89M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
34.1K
+ 53.42%
$33.92 - $36.6 $1.16M - $1.25M
97.9K $3.39M
GM
General Motors CO

Consumer Cyclical
14.1K
+ 26.68%
$44.82 - $60.2 $632K - $849K
66.9K $3.57M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
52.6K
+ 29.61%
$34.13 - $37.35 $1.8M - $1.96M
230K $7.86M
GLDM
World Gold Trust

ETFs
22.8K
+ 23.62%
$50.76 - $55.23 $1.15M - $1.26M
119K $6.19M
TLT
Ishares Barclays 20+ Year Trea

ETFs
84.2K
+ 14.65%
$87.1 - $98.49 $7.33M - $8.29M
659K $57.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
67.3K
+ 289.25%
$25.33 - $51.16 $1.71M - $3.45M
90.6K $2.34M
VCV
Invesco California Value Municipal Income Trust

Financial Services
103K
+ 67.72%
$10.06 - $10.97 $1.04M - $1.13M
255K $2.79M
IBM
International Business Machines Corp

Technology
5.58K
+ 7.45%
$204.9 - $238.04 $1.14M - $1.33M
80.5K $17.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
8.01K
+ 27.39%
$160.89 - $176.18 $1.29M - $1.41M
37.3K $6.03M
BX
Blackstone Inc.

Financial Services
1.18K
+ 2.48%
$148.45 - $199.05 $175K - $234K
48.6K $8.39M
JBL
Jabil Inc

Technology
7.7K
New
$118.97 - $147.77 $917K - $1.14M
7.7K $1.11M
LVHI
Franklin International Low Vol

ETFs
39.2K
+ 24.06%
$29.98 - $31.57 $1.17M - $1.24M
202K $6.16M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.61K
+ 15.03%
$47.29 - $84.74 $218K - $391K
35.3K $2.63M
CLX
Clorox CO

Consumer Defensive
6.6K
+ 24.59%
$156.51 - $169.74 $1.03M - $1.12M
33.5K $5.43M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
94.5K
+ 499.82%
$11.48 - $12.95 $1.08M - $1.22M
113K $1.3M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
13.4K
+ 175.22%
$73.49 - $86.09 $985K - $1.15M
21.1K $1.62M
IAU
Ishares Gold Trust

ETFs
22.6K
+ 6.09%
$48.37 - $52.65 $1.09M - $1.19M
395K $19.5M
DFAX
Dimensional ETF Tr
42.1K
New
$24.76 - $27.04 $1.04M - $1.14M
42.1K $1.05M
MCD
Mcdonalds Corp

Consumer Cyclical
6.09K
+ 12.35%
$288.47 - $316.54 $1.76M - $1.93M
55.4K $16.1M
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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