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
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
31.6K
+ 8.42%
$20.47 - $20.71 $647K - $655K
407K $8.4M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.88K
+ 6.46%
$50.85 - $53.88 $401K - $425K
130K $6.98M
ENB
Enbridge Inc

Energy
3.32K
+ 2.82%
$35.27 - $41.18 $117K - $137K
121K $4.91M
JHMM
John Hancock Multifactor Mid C

ETFs
4.27K
+ 4.76%
$54.25 - $60.2 $232K - $257K
94K $5.66M
AVUV
American Centy ETF Tr Avantis

ETFs
4.91K
+ 12.31%
$88.24 - $99.7 $434K - $490K
44.8K $4.3M
UL
Unilever PLC

Consumer Defensive
454
+ 0.66%
$54.7 - $65.59 $24.8K - $29.8K
69.4K $4.51M
EEM
Ishares Msci Emerging Markets

ETFs
10.5K
+ 14.94%
$40.42 - $46.7 $425K - $491K
81K $3.71M
IJS
Ishares S&P Smallcap 600 Value

ETFs
273
+ 0.42%
$95.81 - $109.03 $26.2K - $29.8K
65.6K $7.06M
ANIP
Ani Pharmaceuticals Inc

Healthcare
11.8K
New
$54.33 - $65.72 $643K - $777K
11.8K $705K
BKNG
Booking Holdings Inc.

Consumer Cyclical
97
+ 8.64%
$3305.62 - $4268.05 $321K - $414K
1.22K $5.14M
SPSB
Spdr Portfolio Short Term Corp

ETFs
20.2K
+ 18.0%
$29.58 - $30.31 $596K - $611K
132K $4M
EPI
Wisdomtree Tr India Earnings F

ETFs
12.1K
+ 40.51%
$47.41 - $50.82 $573K - $614K
41.9K $2.11M
QDPL
Pacer Fds Tr Metaurus Us Large
16K
+ 31.76%
$34.97 - $38.41 $560K - $615K
66.5K $2.52M
FLIN
Franklin Templeton ETF Tr

ETFs
15.5K
+ 140.3%
$39.24 - $42.42 $608K - $658K
26.6K $1.11M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16.5K
+ 34.93%
$31.05 - $34.29 $513K - $567K
63.8K $2.19M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
27.5K
+ 9.05%
$19.2 - $19.63 $529K - $540K
332K $6.49M
EWJ
Ishares Msci Japan ETF

ETFs
8.25K
+ 41.01%
$63.12 - $72.99 $521K - $602K
28.4K $2.03M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
13.8K
+ 8.44%
$47.43 - $47.88 $656K - $662K
178K $8.45M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
229
+ 15.38%
$1066.32 - $1355.99 $244K - $311K
1.72K $2.26M
GNRC
Generac Holdings Inc.

Industrials
1.32K
+ 8.1%
$133.16 - $159.78 $175K - $210K
17.6K $2.79M
INDA
Ishares Msci India Index Fund

ETFs
10.2K
+ 67.97%
$54.86 - $59.22 $560K - $604K
25.2K $1.48M
BBY
Best Buy CO Inc

Consumer Cyclical
3.21K
+ 19.96%
$80.23 - $103.29 $257K - $331K
19.3K $1.99M
TRGP
Targa Resources Corp.

Energy
2.94K
+ 28.09%
$127.86 - $156.46 $375K - $459K
13.4K $1.98M
GBIL
Goldman Sachs Access Treasury

ETFs
6.05K
+ 17.5%
$99.7 - $100.3 $603K - $607K
40.6K $4.07M
TDIV
First Trust Nasdaq Technology

ETFs
2.45K
+ 2.71%
$70.51 - $81.07 $172K - $198K
92.5K $7.43M
CGXU
Capital Group Intl Focus Equit

ETFs
11.1K
+ 4.52%
$24.27 - $27.46 $270K - $306K
258K $6.95M
ALL
Allstate Corp

Financial Services
2.95K
+ 198.39%
$158.43 - $192.86 $468K - $569K
4.44K $841K
SYY
Sysco Corp

Consumer Defensive
2.94K
+ 5.28%
$69.16 - $78.98 $204K - $233K
58.7K $4.58M
VXF
Vanguard Extended Market ETF

ETFs
394
+ 1.0%
$163.98 - $182.92 $64.6K - $72.1K
39.8K $7.24M
FCX
Freeport Mcmoran Inc

Basic Materials
10.2K
+ 17.64%
$39.52 - $51.92 $404K - $530K
68.1K $3.4M
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.97K
+ 16.05%
$42.54 - $47.97 $424K - $478K
72.1K $3.43M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4.33K
+ 169.32%
$110.06 - $128.44 $476K - $556K
6.88K $875K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
9.54K
+ 126.32%
$50.99 - $57.81 $487K - $552K
17.1K $978K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
8.48K
+ 15.43%
$49.82 - $52.8 $422K - $448K
63.4K $3.34M
BFZ
Blackrock California Municipal Income Trust

Financial Services
47.5K
New
$11.8 - $12.17 $561K - $578K
47.5K $574K
FNDF
Schwab Fundamental Intl Large

ETFs
14.9K
+ 214.67%
$33.67 - $37.71 $502K - $562K
21.9K $816K
REZ
Ishares Tr Residential And Mul

ETFs
5.82K
+ 127.83%
$76.42 - $91.19 $445K - $531K
10.4K $921K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
22.9K
+ 5.46%
$16.42 - $18.12 $375K - $414K
441K $7.96M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
7.28K
New
$70.21 - $78.25 $511K - $570K
7.28K $560K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
27K
+ 52.77%
$19.2 - $19.82 $519K - $536K
78.3K $1.54M
BK
Bank Of New York Mellon Corp

Financial Services
330
+ 0.76%
$59.54 - $72.17 $19.6K - $23.8K
44K $3.16M
SPG
Simon Property Group Inc

Real Estate
1.39K
+ 7.72%
$146.09 - $170.11 $202K - $236K
19.3K $3.27M
SSO
Proshares Ultra S&P 500

ETFs
5.64K
+ 124.77%
$73.92 - $90.17 $417K - $509K
10.2K $916K
SPIB
Spdr Portfolio Intermediate Te

ETFs
13.3K
+ 16.39%
$32.36 - $33.78 $430K - $449K
94.4K $3.18M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.68K
+ 24.37%
$110.22 - $120.89 $405K - $445K
18.8K $2.26M
DMAR
First Tr Ex Tr Viii Cboe Vest
13.4K
+ 49.74%
$35.04 - $37.34 $469K - $500K
40.3K $1.51M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
9.43K
+ 11.39%
$39.37 - $41.68 $371K - $393K
92.2K $3.82M
CMI
Cummins Inc

Industrials
251
+ 2.62%
$266.63 - $326.4 $66.9K - $81.9K
9.82K $3.18M
D
Dominion Energy, Inc

Utilities
2.16K
+ 4.82%
$48.01 - $58.53 $104K - $127K
47.1K $2.72M
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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