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
WTRG
Essential Utilities, Inc.

Utilities
13.9K
New
$36.18 - $40.55 $502K - $562K
13.9K $503K
FDL
First Tr Morningstar Dividend

ETFs
15.9K
+ 19.48%
$39.59 - $43.95 $629K - $698K
97.4K $3.92M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.21K
+ 4.34%
$121.89 - $135.52 $391K - $435K
77.1K $9.64M
SELV
Sei Exchange Traded Fds Enhanc

ETFs
16.9K
New
$28.96 - $30.87 $489K - $522K
16.9K $492K
HYMU
Blackrock ETF Tr Ii High Yield
21.6K
New
$22.59 - $23.2 $488K - $501K
21.6K $489K
SCHW
Schwab Charles Corp

Financial Services
2.77K
+ 9.05%
$63.31 - $82.85 $175K - $229K
33.4K $2.47M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
19K
+ 50.45%
$27.8 - $29.05 $527K - $551K
56.5K $1.58M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
11.8K
+ 14.41%
$44.33 - $49.55 $524K - $586K
93.9K $4.22M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.44K
+ 183.48%
$114.08 - $125.68 $507K - $558K
6.86K $785K
PTF
Invesco Exchange Traded Fd Tr

ETFs
5.41K
+ 57.87%
$62.32 - $80.47 $337K - $435K
14.8K $1.07M
EME
Emcor Group, Inc.

Industrials
1.01K
+ 125.25%
$427.96 - $526.95 $431K - $531K
1.81K $822K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
28.9K
+ 6.48%
$45.17 - $47.23 $1.31M - $1.37M
475K $21.5M
FTI
Technip Fmc PLC

Energy
16.1K
New
$25.16 - $31.95 $405K - $515K
16.1K $466K
PCG
Pg&E Corp

Utilities
23.1K
New
$19.2 - $21.63 $443K - $499K
23.1K $465K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.8K
+ 9.15%
$153.8 - $176.52 $277K - $318K
21.5K $3.56M
WWD
Woodward, Inc.

Industrials
2.8K
New
$159.67 - $187.29 $446K - $524K
2.8K $465K
IP
International Paper CO

Consumer Cyclical
6.67K
+ 31.93%
$46.64 - $59.57 $311K - $397K
27.6K $1.48M
BK
Bank Of New York Mellon Corp

Financial Services
3.17K
+ 7.2%
$70.82 - $81.87 $224K - $259K
47.2K $3.62M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.62K
+ 5.52%
$104.59 - $118.05 $379K - $428K
69.2K $7.52M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
10.4K
+ 63.04%
$45.38 - $46.88 $473K - $488K
26.9K $1.23M
AVUV
American Centy ETF Tr Avantis

ETFs
4.42K
+ 9.86%
$94.37 - $106.41 $417K - $470K
49.3K $4.75M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
16.4K
+ 5.15%
$40.26 - $42.88 $662K - $705K
336K $13.6M
SPGI
S&P Global Inc.

Financial Services
1.27K
+ 12.34%
$480.36 - $529.17 $608K - $669K
11.5K $5.74M
CEG
Constellation Energy Corp

Utilities
3.16K
+ 40.48%
$224.28 - $285.52 $709K - $903K
11K $2.47M
PH
Parker Hannifin Corp

Industrials
611
+ 5.78%
$621.74 - $709.46 $380K - $433K
11.2K $7.11M
ABC
Amerisourcebergen Corp

Healthcare
2.3K
+ 31.47%
N/A
9.62K $1.78M
HD
Home Depot, Inc.

Consumer Cyclical
3.79K
+ 5.86%
$385.02 - $431.37 $1.46M - $1.63M
68.4K $26.6M
NVT
N Vent Electric PLC

Industrials
6.33K
+ 179.7%
$67.69 - $79.19 $429K - $501K
9.85K $671K
SU
Suncor Energy Inc

Energy
12K
+ 155.29%
$34.5 - $41.53 $414K - $498K
19.7K $704K
IWB
Ishares Tr Russell 1000 ETF

ETFs
448
+ 1.28%
$311.11 - $335.64 $139K - $150K
35.5K $11.4M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
18.4K
+ 4.16%
$17.93 - $18.8 $330K - $346K
460K $8.38M
UTHR
United Therapeutics Corp

Healthcare
1.17K
New
$348.66 - $410.0 $408K - $479K
1.17K $412K
SPOT
Spotify Technology S.A.

Communication Services
420
+ 14.83%
$362.95 - $502.38 $152K - $211K
3.25K $1.46M
CSX
Csx Corp

Industrials
16.6K
+ 27.99%
$31.58 - $36.88 $523K - $610K
75.7K $2.44M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.86K
+ 20.39%
$49.87 - $52.46 $492K - $517K
58.2K $2.91M
ARCC
Ares Capital Corp

Financial Services
11.5K
+ 7.47%
$20.74 - $22.27 $238K - $256K
165K $3.61M
LIT
Global X Fds Global X Lithium

ETFs
10.2K
+ 147.82%
$40.78 - $48.97 $418K - $502K
17.2K $700K
ABR
Arbor Realty Trust Inc

Real Estate
51.9K
+ 27.62%
$13.66 - $15.64 $709K - $811K
240K $3.32M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
58.9K
+ 20.76%
$10.7 - $11.74 $631K - $692K
343K $3.71M
IWV
Ishares Russell 3000 ETF

ETFs
948
+ 9.13%
$323.08 - $349.08 $306K - $331K
11.3K $3.79M
HIG
Hartford Financial Services Group, Inc.

Financial Services
3.59K
New
$107.06 - $123.74 $384K - $444K
3.59K $392K
MELI
Mercadolibre Inc

Consumer Cyclical
558
+ 35.03%
$1666.0 - $2117.3 $930K - $1.18M
2.15K $3.66M
SLB
Schlumberger Limited

Energy
13.1K
+ 41.44%
$36.83 - $45.59 $484K - $599K
44.8K $1.72M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
46.5K
+ 168.73%
$8.61 - $9.3 $400K - $432K
74K $640K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
8.02K
New
$47.66 - $51.84 $382K - $416K
8.02K $384K
CVS
Cvs Health Corp

Healthcare
23.8K
+ 62.25%
$43.78 - $67.46 $1.04M - $1.61M
62.2K $2.79M
GDMA
Ea Series Trust Gadsen Dynamic

ETFs
12.1K
New
$31.62 - $33.29 $383K - $403K
12.1K $383K
FDX
Fedex Corp

Industrials
1.03K
+ 8.57%
$260.5 - $305.15 $268K - $314K
13K $3.67M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.34K
+ 5.97%
$116.4 - $138.52 $156K - $185K
23.7K $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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