Atria Wealth Solutions, Inc. Incresed Positions in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
5.54K
+ 3.99%
$24.55 - $25.16 $136K - $139K
144K $3.56M
OPRA
Opera LTD

Communication Services
1.8K
+ 17.48%
$14.49 - $20.22 $26.1K - $36.4K
12.1K $229K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
4
+ 0.04%
$57.27 - $71.33 $229 - $285
10.3K $670K
GOLD
Barrick Gold Corp

Basic Materials
10.8K
+ 48.12%
$15.23 - $21.19 $165K - $230K
33.4K $517K
OC
Owens Corning

Industrials
521
+ 16.09%
$169.41 - $210.81 $88.3K - $110K
3.76K $640K
WSO
Watsco Inc

Industrials
197
+ 13.97%
$466.57 - $568.78 $91.9K - $112K
1.61K $761K
ALB
Albemarle Corp

Basic Materials
2.72K
+ 14.08%
$86.08 - $111.3 $234K - $303K
22K $1.9M
MCI
Barings Corporate Investors

Financial Services
1.99K
+ 3.4%
$18.88 - $20.81 $37.6K - $41.4K
60.4K $1.23M
PJAN
Innovator U.S. Equity Power Bu

ETFs
715
+ 1.92%
$41.16 - $42.25 $29.4K - $30.2K
37.9K $1.6M
CAG
Conagra Brands Inc.

Consumer Defensive
5.72K
+ 28.87%
$26.48 - $32.72 $151K - $187K
25.5K $708K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
54
+ 2.19%
$193.7 - $235.05 $10.5K - $12.7K
2.52K $576K
FIS
Fidelity National Information Services, Inc.

Technology
1.02K
+ 14.8%
$80.14 - $90.95 $81.9K - $93K
7.93K $640K
PPL
Ppl Corp

Utilities
2.22K
+ 12.58%
$31.47 - $35.0 $69.7K - $77.5K
19.8K $643K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
51
+ 0.17%
$24.76 - $27.53 $1.26K - $1.4K
30.8K $833K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
19K
+ 152.83%
$2.99 - $3.34 $56.8K - $63.5K
31.4K $98K
OMC
Omnicom Group Inc.

Communication Services
1.66K
+ 34.58%
$85.82 - $105.47 $143K - $175K
6.47K $556K
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
1.85K
+ 23.37%
$35.61 - $38.84 $65.9K - $71.9K
9.77K $349K
TLRY
Tilray Brands, Inc.

Healthcare
53.8K
+ 174.71%
$1.16 - $1.77 $62.4K - $95.1K
84.5K $112K
DGX
Quest Diagnostics Inc

Healthcare
425
+ 16.04%
N/A
3.08K $421K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
194
+ 0.73%
$9.71 - $15.34 $1.88K - $2.98K
26.8K $356K
ADSK
Autodesk, Inc.

Technology
226
+ 4.82%
N/A
4.92K $1.21M
D
Dominion Energy, Inc

Utilities
4.48K
+ 9.5%
$52.63 - $60.92 $236K - $273K
51.6K $2.78M
CMU
Mfs High Yield Municipal Trust

Financial Services
16.6K
+ 82.33%
$3.47 - $3.69 $57.7K - $61.4K
36.8K $129K
KEYS
Keysight Technologies, Inc.

Technology
320
+ 14.73%
$149.01 - $172.53 $47.7K - $55.2K
2.49K $400K
EWBC
East West Bancorp Inc

Financial Services
77
+ 2.1%
$80.04 - $111.23 $6.16K - $8.56K
3.75K $359K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.37K
+ 18.1%
$21.43 - $22.55 $72.2K - $75.9K
22K $473K
ENVX
Enovix Corp

Industrials
2.25K
+ 11.63%
$8.03 - $12.81 $18.1K - $28.8K
21.6K $234K
IAK
Ishares Tr

ETFs
515
+ 11.04%
$123.78 - $138.16 $63.7K - $71.2K
5.18K $655K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.92K
+ 26.62%
$9.95 - $12.23 $29K - $35.7K
13.9K $162K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
441
+ 1.09%
$44.57 - $46.43 $19.7K - $20.5K
40.8K $1.87M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
150
+ 7.74%
$101.51 - $140.63 $15.2K - $21.1K
2.09K $262K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.1K
+ 2.38%
$77.23 - $82.11 $85.3K - $90.6K
47.6K $3.7M
KWEB
Kraneshares Tr Csi China Inter

ETFs
2.75K
+ 42.07%
$29.11 - $38.87 $80.1K - $107K
9.29K $271K
VNLA
Janus Henderson Short Duration

ETFs
1.03K
+ 7.19%
$48.82 - $49.11 $50.5K - $50.8K
15.4K $753K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
2.52K
+ 28.36%
$28.71 - $31.34 $72.4K - $79.1K
11.4K $328K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
435
+ 15.96%
$79.95 - $89.42 $34.8K - $38.9K
3.16K $264K
IYG
Ishares Tr

ETFs
342
+ 12.04%
$70.24 - $82.34 $24K - $28.2K
3.18K $247K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
1.63K
+ 15.27%
$27.48 - $32.37 $44.8K - $52.8K
12.3K $353K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
864
+ 9.94%
$43.61 - $45.3 $37.7K - $39.1K
9.55K $425K
NWE
Northwestern Corp

Utilities
1.57K
+ 14.88%
$50.44 - $57.24 $78.9K - $89.6K
12.1K $645K
TIPT
Tiptree Inc.

Financial Services
1K
+ 5.66%
$19.02 - $22.95 $19K - $23K
18.7K $389K
CHH
Choice Hotels International Inc

Consumer Cyclical
12
+ 0.33%
$128.7 - $152.73 $1.54K - $1.83K
3.61K $512K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.19K
+ 2.52%
$80.18 - $88.79 $95.7K - $106K
48.5K $3.91M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.37K
+ 1.04%
N/A
133K $4.2M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
505
+ 7.75%
$89.01 - $96.24 $45K - $48.6K
7.02K $630K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.21K
+ 8.97%
$57.32 - $59.66 $69.5K - $72.3K
14.7K $843K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.76K
+ 8.75%
$43.44 - $45.05 $76.5K - $79.4K
21.9K $951K
CBSH
Commerce Bancshares Inc

Financial Services
166
+ 1.52%
$57.04 - $74.36 $9.47K - $12.3K
11.1K $689K
PFL
Pimco Income Strategy Fund

Financial Services
10.7K
+ 4.22%
$8.27 - $8.77 $88.4K - $93.8K
264K $2.21M
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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