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
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
93
+ 5.67%
$701.85 - $1046.91 $65.3K - $97.4K
1.73K $1.24M
GD
General Dynamics Corp

Industrials
1.8K
+ 7.13%
$260.28 - $314.03 $469K - $565K
27K $7.12M
FSLR
First Solar, Inc.

Technology
956
+ 10.32%
$175.88 - $240.66 $168K - $230K
10.2K $1.8M
EFV
Msci Eafe Value ETF

ETFs
52K
+ 8.05%
$51.78 - $57.15 $2.7M - $2.97M
699K $36.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
24K
+ 7.25%
$55.45 - $61.08 $1.33M - $1.46M
355K $19.7M
IXUS
Ishares Tr

ETFs
4.68K
+ 3.31%
$65.95 - $72.56 $309K - $340K
146K $9.65M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17.4K
+ 6.17%
$58.88 - $64.8 $1.02M - $1.13M
299K $17.6M
UNP
Union Pacific Corp

Industrials
77
+ 0.22%
$223.15 - $249.32 $17.2K - $19.2K
35.1K $8.01M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.56K
+ 14.43%
$18.41 - $40.87 $83.9K - $186K
36.1K $668K
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.32K
+ 10.16%
$59.25 - $72.99 $493K - $607K
90.2K $5.39M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.39K
+ 9.67%
$501.29 - $612.85 $696K - $851K
15.8K $8.2M
FCX
Freeport Mcmoran Inc

Basic Materials
1.14K
+ 1.67%
$38.08 - $50.82 $43.2K - $57.7K
69.3K $2.64M
O
Realty Income Corp

Real Estate
17.2K
+ 10.13%
$51.76 - $64.71 $888K - $1.11M
187K $9.96M
QCOM
Qualcomm Inc

Technology
1.98K
+ 2.7%
$150.4 - $178.04 $297K - $352K
75.1K $11.5M
XOM
Exxon Mobil Corp

Energy
13.7K
+ 5.45%
$105.51 - $125.37 $1.45M - $1.72M
265K $28.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
912K
+ 201.37%
$26.93 - $84.95 $24.6M - $77.5M
1.36M $37.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.85K
+ 1.74%
$57.29 - $63.1 $220K - $243K
224K $12.9M
IVE
Ishares S&P 500 Value ETF

ETFs
1.02K
+ 0.52%
$189.5 - $206.17 $193K - $210K
195K $37.3M
PANW
Palo Alto Networks Inc

Technology
16.4K
+ 64.7%
$181.96 - $405.9 $2.99M - $6.66M
41.8K $7.6M
NVO
Novo Nordisk A S

Healthcare
2.32K
+ 5.78%
$85.0 - $120.04 $197K - $278K
42.3K $3.64M
MU
Micron Technology Inc

Technology
1.52K
+ 2.36%
$84.16 - $113.41 $128K - $172K
65.7K $5.53M
PFE
Pfizer Inc

Healthcare
7.54K
+ 1.31%
$24.8 - $30.19 $187K - $228K
585K $15.5M
VTV
Vanguard Value ETF

ETFs
9.51K
+ 1.72%
$168.32 - $181.87 $1.6M - $1.73M
564K $95.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.6K
+ 1.37%
$75.1 - $82.99 $196K - $216K
193K $14.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
35.1K
+ 4.63%
$44.04 - $49.49 $1.55M - $1.74M
794K $35M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.8K
+ 1.91%
$71.75 - $75.11 $1.06M - $1.11M
788K $56.6M
AMGN
Amgen Inc

Healthcare
1.45K
+ 3.28%
$258.78 - $328.31 $375K - $476K
45.8K $11.9M
JNJ
Johnson & Johnson

Healthcare
2.78K
+ 1.74%
$143.34 - $165.86 $399K - $462K
163K $23.5M
VEA
Vanguard Ftse Developed Market

ETFs
35.8K
+ 1.85%
$47.57 - $52.44 $1.7M - $1.88M
1.96M $93.9M
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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