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
REM
Ishares Tr Mtg Real Estate ETF

ETFs
10.2K
New
$21.9 - $24.73 $223K - $252K
10.2K $242K
HL
Hecla Mining CO

Basic Materials
36.4K
New
$4.74 - $7.18 $173K - $262K
36.4K $242K
HLI
Houlihan Lokey, Inc.

Financial Services
1.53K
New
$134.11 - $161.99 $205K - $248K
1.53K $241K
MEAR
Blackrock Short Maturity Munic

ETFs
4.73K
+ 24.8%
$49.99 - $50.34 $236K - $238K
23.8K $1.2M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.96K
+ 10.23%
$57.69 - $64.56 $113K - $127K
21.2K $1.35M
PK
Park Hotels & Resorts Inc.

Real Estate
17K
New
$13.63 - $15.7 $232K - $267K
17K $239K
DFS
Discover Financial Services

Financial Services
916
+ 8.01%
$123.41 - $144.72 $113K - $133K
12.4K $1.73M
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
4.73K
+ 23.52%
$34.89 - $38.82 $165K - $184K
24.9K $961K
DASH
Door Dash, Inc.

Communication Services
1.66K
New
$100.28 - $143.99 $166K - $239K
1.66K $236K
EMLP
First Tr Exchange Traded Iv

ETFs
3.11K
+ 7.49%
$30.38 - $34.0 $94.3K - $106K
44.6K $1.5M
PPL
Ppl Corp

Utilities
5.01K
+ 39.74%
$27.36 - $33.08 $137K - $166K
17.6K $582K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2.85K
New
$63.18 - $82.13 $180K - $234K
2.85K $232K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.59K
+ 2.05%
$46.18 - $48.92 $73.2K - $77.5K
79K $3.84M
SRE
Sempra Energy

Utilities
289
+ 1.06%
$74.97 - $84.04 $21.7K - $24.3K
27.6K $2.31M
LEN
Lennar Corp

Consumer Cyclical
461
+ 12.09%
$142.5 - $192.45 $65.7K - $88.7K
4.27K $801K
CHK
Chesapeake Energy Corp

Energy
2.8K
New
$70.32 - $83.77 $197K - $235K
2.8K $230K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
9.66K
New
$23.73 - $23.93 $229K - $231K
9.66K $229K
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.93K
New
$32.72 - $38.48 $194K - $228K
5.93K $228K
PHO
Invesco Exchange Traded Fd Tr

ETFs
454
+ 1.3%
$63.82 - $70.54 $29K - $32K
35.3K $2.49M
AIQ
Global X Funds Global X Artifi

ETFs
1.33K
+ 1.14%
$31.85 - $37.36 $42.3K - $49.6K
117K $4.36M
MPLX
Mplx LP

Energy
2.96K
+ 5.75%
$40.44 - $45.07 $120K - $133K
54.4K $2.42M
OCIO
ETF Ser Solutions Clearshares

ETFs
5.74K
+ 23.13%
$31.57 - $34.38 $181K - $197K
30.5K $1.04M
FVAL
Fidelity Covington Tr Value Fa

ETFs
2.2K
+ 7.1%
$55.27 - $60.6 $122K - $133K
33.2K $2.01M
PBI
Pitney Bowes Inc

Industrials
9.9K
+ 13.07%
$5.65 - $7.49 $55.9K - $74.2K
85.7K $610K
IAK
Ishares Tr

ETFs
1.33K
+ 39.99%
$112.0 - $130.47 $149K - $174K
4.67K $602K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
1.96K
New
$100.88 - $116.06 $198K - $228K
1.96K $226K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.98K
+ 4.04%
$28.11 - $29.42 $112K - $117K
103K $3.02M
GPN
Global Payments Inc

Industrials
1.89K
+ 33.3%
$92.66 - $112.97 $175K - $214K
7.57K $775K
NDAQ
Nasdaq, Inc.

Financial Services
3.09K
New
$59.48 - $74.31 $184K - $230K
3.09K $225K
AZN
Astrazeneca PLC

Healthcare
2.93K
+ 7.29%
$76.67 - $87.62 $224K - $256K
43.1K $3.36M
QJUN
First Tr ETF
7.86K
+ 35.08%
$24.85 - $27.22 $195K - $214K
30.3K $817K
BTG
B2 Gold Corp

Basic Materials
65K
+ 108.33%
$2.47 - $3.36 $161K - $218K
125K $386K
PRMW
Primo Water Corp

Consumer Defensive
8.83K
New
$20.4 - $25.47 $180K - $225K
8.83K $223K
KWEB
Kraneshares Tr Csi China Inter

ETFs
6.54K
New
$24.73 - $34.02 $162K - $223K
6.54K $222K
PATK
Patrick Industries Inc

Consumer Cyclical
1.57K
New
$105.01 - $146.96 $164K - $230K
1.57K $222K
TXG
10x Genomics, Inc.

Healthcare
9.85K
New
$15.71 - $23.49 $155K - $231K
9.85K $222K
DIV
Global X Superdividend Us ETF

ETFs
12.9K
New
$17.18 - $17.18 $221K - $221K
12.9K $221K
FIW
First Trust Water ETF

ETFs
1.02K
+ 8.67%
$98.0 - $109.33 $99.7K - $111K
12.7K $1.39M
BEP
Brookfield Renewable Partners L.P.

Utilities
7.86K
New
$23.3 - $28.3 $183K - $222K
7.86K $221K
DOCU
Docusign, Inc.

Technology
1.52K
+ 10.43%
$49.73 - $62.53 $75.7K - $95.2K
16.1K $1M
ETR
Entergy Corp

Utilities
1.68K
New
$104.75 - $131.61 $176K - $221K
1.68K $220K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
12.6K
+ 29.62%
$13.08 - $14.19 $164K - $178K
55K $780K
AER
Aer Cap Holdings N.V.

Industrials
2.26K
+ 75.87%
$86.24 - $98.28 $195K - $222K
5.24K $496K
TPL
Texas Pacific Land Corp

Energy
166
+ 34.37%
$724.86 - $952.13 $120K - $158K
649 $573K
HRB
H&R Block Inc

Consumer Cyclical
1.86K
+ 17.16%
$52.99 - $66.6 $98.6K - $124K
12.7K $806K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.73K
New
$71.31 - $80.0 $194K - $218K
2.73K $218K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.37K
+ 1.89%
$43.99 - $46.63 $60.4K - $64.1K
74.1K $3.44M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
5.73K
New
$35.91 - $38.04 $206K - $218K
5.73K $217K
IT
Gartner Inc

Technology
74
+ 2.4%
$441.32 - $516.47 $32.7K - $38.2K
3.16K $1.6M
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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