Atria Wealth Solutions, Inc. Incresed Positions in Q3 2024

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FXL
First Tr Exchange Traded Fd Fi

ETFs
254
+ 4.69%
$122.48 - $142.51 $31.1K - $36.2K
5.67K $785K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
844
+ 5.53%
$40.48 - $45.39 $34.2K - $38.3K
16.1K $708K
XRX
Xerox Holdings Corp

Technology
6.91K
+ 34.52%
$9.66 - $12.04 $66.8K - $83.2K
26.9K $279K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
2.37K
+ 5.25%
$14.71 - $16.26 $34.9K - $38.6K
47.6K $726K
QLD
Proshares Ultra Qqq

ETFs
409
+ 7.43%
$81.06 - $109.83 $33.2K - $44.9K
5.91K $595K
SVOL
Simplify ETF Simplify Volatili

ETFs
2.33K
+ 17.01%
$20.05 - $22.81 $46.7K - $53.1K
16K $352K
CVY
Invesco Exchange Traded Fd Tr

ETFs
1.14K
+ 7.73%
$24.57 - $26.46 $28K - $30.1K
15.9K $414K
EPR
Epr Properties

Real Estate
223
+ 4.67%
$41.26 - $49.58 $9.2K - $11.1K
5K $245K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
200
+ 1.51%
$51.3 - $59.04 $10.3K - $11.8K
13.5K $740K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.11K
+ 3.31%
$23.61 - $24.64 $26.1K - $27.2K
34.5K $844K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
4
+ 0.02%
$44.93 - $47.34 $180 - $189
19.4K $918K
NTR
Nutrien Ltd.

Basic Materials
1.17K
+ 24.94%
$45.26 - $52.2 $52.9K - $61K
5.85K $281K
VTHR
Vanguard Russell 3000 ETF

ETFs
78
+ 4.88%
$228.55 - $253.74 $17.8K - $19.8K
1.68K $425K
YMAR
First Tr Ex Tr Viii Cboe Vest
657
+ 2.66%
$22.76 - $24.37 $15K - $16K
25.3K $614K
ORI
Old Republic International Corp

Financial Services
36
+ 0.42%
$29.89 - $35.9 $1.08K - $1.29K
8.7K $308K
NNN
National Retail Properties, Inc.

Real Estate
116
+ 2.01%
$42.12 - $48.79 $4.89K - $5.66K
5.9K $286K
AAXJ
Ishares Msci All Country Asia

ETFs
152
+ 3.47%
$68.09 - $79.71 $10.3K - $12.1K
4.53K $355K
FCEL
Fuelcell Energy Inc

Industrials
199K
+ 140.32%
$0.38 - $0.69 $75.7K - $137K
341K $129K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
4
+ 0.06%
$46.45 - $53.68 $186 - $215
6.88K $362K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
60
+ 0.51%
$8.89 - $12.86 $533 - $772
11.8K $145K
APPS
Digital Turbine, Inc.

Technology
1.8K
+ 7.79%
$1.67 - $4.18 $3.01K - $7.52K
24.9K $76K
CTSH
Cognizant Technology Solutions Corp

Technology
129
+ 4.24%
$66.89 - $77.87 $8.63K - $10K
3.17K $244K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
2.03K
+ 4.06%
$12.49 - $13.7 $25.3K - $27.8K
51.9K $710K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
146
+ 1.81%
$65.03 - $73.27 $9.49K - $10.7K
8.22K $600K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
1.34K
+ 0.56%
$23.88 - $24.01 $31.9K - $32.1K
239K $5.74M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
363
+ 1.78%
$11.37 - $13.03 $4.13K - $4.73K
20.8K $270K
CATY
Cathay General Bancorp

Financial Services
8
+ 0.12%
$36.27 - $45.24 $290 - $362
6.82K $292K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
582
+ 14.97%
$62.4 - $62.4 $36.3K - $36.3K
4.47K $278K
HFRO
Highland Income Fund\Ma

Financial Services
6.4K
+ 13.92%
$5.8 - $6.44 $37.1K - $41.2K
52.3K $320K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
11
+ 0.36%
$97.19 - $109.09 $1.07K - $1.2K
3.07K $332K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
918
+ 8.99%
$23.49 - $24.57 $21.6K - $22.6K
11.1K $273K
QDF
Flexshares Quality Dividend In

ETFs
100
+ 2.12%
$65.37 - $71.71 $6.54K - $7.17K
4.81K $344K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
143
+ 1.06%
$46.29 - $48.52 $6.62K - $6.94K
13.6K $657K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
991
+ 11.53%
$23.25 - $24.3 $23K - $24.1K
9.58K $230K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
153
+ 0.88%
$16.15 - $18.27 $2.47K - $2.8K
17.5K $313K
IYM
Ishares Tr

ETFs
64
+ 3.3%
$136.13 - $151.64 $8.71K - $9.7K
2K $300K
CATH
Global X Fds Global X S&P 500

ETFs
170
+ 4.0%
$62.26 - $69.39 $10.6K - $11.8K
4.42K $306K
CSQ
Calamos Strategic Total Return Fund

Financial Services
775
+ 2.62%
$15.71 - $17.51 $12.2K - $13.6K
30.3K $525K
LYG
Lloyds Banking Group PLC

Financial Services
3.23K
+ 7.0%
$2.73 - $3.17 $8.81K - $10.2K
49.3K $153K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
771
+ 4.84%
$19.11 - $20.18 $14.7K - $15.6K
16.7K $334K
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
20
+ 0.16%
$25.61 - $28.13 $512 - $563
12.4K $348K
VSMV
Victoryshares Us Multifactor M

ETFs
25
+ 0.29%
$45.22 - $48.58 $1.13K - $1.21K
8.56K $415K
TDVG
T Rowe Price Exchange Traded F

Technology
81
+ 0.82%
$37.87 - $40.96 $3.07K - $3.32K
9.95K $407K
HII
Huntington Ingalls Industries, Inc.

Industrials
36
+ 3.67%
$241.93 - $282.86 $8.71K - $10.2K
1.02K $268K
IYK
Ishares U.S. Consumer Staples

ETFs
2
+ 0.04%
$65.27 - $72.12 $131 - $144
5.63K $397K
MRCC
Monroe Capital Corp

Financial Services
202
+ 0.38%
$7.14 - $8.18 $1.44K - $1.65K
53.5K $432K
PRF
Invesco Exchange Traded Fd Tr

ETFs
35
+ 0.38%
$37.33 - $40.63 $1.31K - $1.42K
9.19K $373K
GBDC
Golub Capital Bdc, Inc.

Financial Services
2.57K
+ 12.48%
$14.36 - $16.0 $37K - $41.2K
23.2K $350K
EXK
Endeavour Silver Corp

Basic Materials
4.68K
+ 28.01%
$2.66 - $4.97 $12.4K - $23.2K
21.4K $84K
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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email