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
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
9.3K
+ 11.63%
$30.04 - $32.01 $279K - $298K
89.3K $2.81M
ARKQ
Ark Autonomous Technology & Ro

ETFs
4.06K
+ 106.95%
$60.57 - $82.2 $246K - $334K
7.86K $606K
FCNCA
First Citizens Bancshares Inc

Financial Services
156
+ 106.85%
$1818.92 - $2353.08 $284K - $367K
302 $638K
FLRN
Spdr Bloomberg Investment Grad

ETFs
12.2K
+ 19.77%
$30.67 - $30.84 $374K - $376K
73.8K $2.27M
BITO
Proshares Tr Bitcoin Strategy

ETFs
15.9K
New
$16.99 - $27.42 $270K - $436K
15.9K $362K
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
11.9K
New
$29.48 - $31.5 $351K - $375K
11.9K $360K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
8.84K
New
N/A
8.84K $358K
ISCG
Ishares Morningstar Small Cap

ETFs
7.24K
New
$48.22 - $54.03 $349K - $391K
7.24K $357K
PAA
Plains All American Pipeline LP

Energy
22K
+ 30.69%
$16.27 - $18.67 $357K - $410K
93.6K $1.6M
ARES
Ares Management Corp

Financial Services
1.7K
+ 67.39%
$153.38 - $183.7 $261K - $312K
4.23K $747K
KMB
Kimberly Clark Corp

Consumer Defensive
7.36K
+ 13.49%
$130.37 - $146.09 $960K - $1.08M
61.9K $8.12M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
16.3K
+ 12.66%
$20.98 - $21.19 $342K - $345K
145K $3.05M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
7.67K
+ 71.79%
$44.2 - $49.46 $339K - $379K
18.3K $839K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
18K
New
$19.47 - $20.95 $350K - $376K
18K $350K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
7.08K
+ 18.49%
$43.97 - $45.33 $311K - $321K
45.4K $2.04M
NI
Nisource Inc.

Utilities
8.75K
+ 86.87%
$33.74 - $38.25 $295K - $335K
18.8K $692K
FPE
First Tr Pfd Secs & Income ETF

ETFs
23.1K
+ 14.1%
$17.65 - $18.18 $407K - $419K
187K $3.3M
JCI
Johnson Controls International PLC

Industrials
3.93K
+ 16.27%
$74.23 - $86.6 $292K - $341K
28.1K $2.22M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
6.78K
+ 113.82%
$56.27 - $69.89 $382K - $474K
12.7K $722K
DTM
Dt Midstream, Inc.

Energy
2.49K
+ 56.28%
$78.85 - $108.56 $197K - $271K
6.92K $688K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
8.19K
New
$40.82 - $45.39 $334K - $372K
8.19K $340K
TPR
Tapestry, Inc.

Consumer Cyclical
5.21K
New
$43.54 - $66.18 $227K - $345K
5.21K $340K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
9.61K
+ 15.15%
$50.14 - $52.56 $482K - $505K
73K $3.67M
JCPB
J P Morgan Exchange Traded Fd

ETFs
12.7K
+ 11.13%
$46.07 - $48.17 $583K - $610K
126K $5.82M
DEA
Easterly Government Properties, Inc.

Real Estate
29.6K
New
$10.93 - $14.48 $324K - $429K
29.6K $336K
HPQ
Hp Inc

Technology
14.1K
+ 36.02%
$32.46 - $39.3 $458K - $555K
53.3K $1.74M
CTSH
Cognizant Technology Solutions Corp

Technology
4.34K
+ 136.79%
$74.37 - $82.32 $322K - $357K
7.5K $577K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
9.74K
+ 22.72%
$31.29 - $32.43 $305K - $316K
52.6K $1.69M
EBND
Spdr Bloomberg Emerging Market

ETFs
17.1K
New
$19.53 - $21.1 $333K - $360K
17.1K $333K
RE
Everest Re Group LTD

Financial Services
897
New
N/A
897 $332K
NOK
Nokia Corp

Technology
74.6K
+ 261.43%
$4.13 - $4.95 $308K - $369K
103K $456K
PM
Philip Morris International Inc.

Consumer Defensive
3.44K
+ 4.31%
$118.38 - $133.06 $408K - $458K
83.3K $10M
SHEL
Shell PLC

Energy
7.22K
+ 19.28%
$60.63 - $70.23 $438K - $507K
44.7K $2.8M
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
13.8K
New
$22.96 - $25.34 $317K - $350K
13.8K $330K
MPLX
Mplx LP

Energy
3.03K
+ 5.56%
$43.77 - $51.66 $132K - $156K
57.4K $2.75M
AIZ
Assurant, Inc.

Financial Services
1.54K
New
$186.6 - $228.68 $288K - $352K
1.54K $328K
IR
Ingersoll Rand Inc.

Industrials
4.2K
+ 62.07%
$90.46 - $105.35 $380K - $442K
11K $991K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6.22K
+ 131.51%
$58.46 - $65.6 $364K - $408K
10.9K $640K
SONY
Sony Group Corp

Technology
73.6K
+ 451.69%
$17.53 - $96.8 $1.29M - $7.12M
89.9K $1.9M
NET
Cloudflare, Inc.

Technology
1.56K
+ 26.23%
$78.11 - $117.56 $122K - $183K
7.5K $807K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
11.7K
New
$27.8 - $30.33 $324K - $354K
11.7K $324K
DOX
Amdocs LTD

Technology
4.46K
+ 18.18%
$82.94 - $92.86 $370K - $414K
29K $2.47M
RWAY
Runway Growth Finance Corp.

Financial Services
26.1K
+ 53.54%
$9.97 - $10.96 $260K - $286K
74.8K $820K
FTHI
First Trust Exchange Traded Fd

ETFs
11.9K
+ 7.36%
$22.89 - $24.02 $272K - $285K
173K $4.03M
EXAS
Exact Sciences Corp

Healthcare
5.62K
New
$49.33 - $71.97 $277K - $405K
5.62K $315K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
5.17K
New
$60.27 - $66.27 $311K - $342K
5.17K $315K
SPTS
Spdr Portfolio Short Term Trea

ETFs
11.7K
+ 18.86%
$28.88 - $29.33 $337K - $342K
73.4K $2.13M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
8.07K
+ 26.91%
$42.35 - $47.59 $342K - $384K
38K $1.61M
DLR
Digital Realty Trust, Inc.

Real Estate
168
+ 0.92%
$156.46 - $195.69 $26.3K - $32.9K
18.4K $3.26M
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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