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
SOFI
So Fi Technologies, Inc.

Financial Services
81.4K
+ 17.44%
$6.32 - $8.19 $515K - $667K
548K $4.31M
PJUL
Innovator U.S. Equity Power Bu

ETFs
28.3K
+ 76.56%
$37.89 - $40.48 $1.07M - $1.14M
65.2K $2.64M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
45.1K
+ 14.94%
$24.78 - $25.11 $1.12M - $1.13M
347K $8.7M
AVGO
Broadcom Inc.

Technology
154K
+ 870.07%
$136.27 - $1745.86 $20.9M - $268M
171K $29.5M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
19.1K
+ 265.77%
$55.51 - $61.51 $1.06M - $1.18M
26.3K $1.6M
PFM
Invesco Exchange Traded Fd Tr

ETFs
7.45K
+ 3.44%
$42.65 - $46.55 $318K - $347K
224K $10.4M
ISRG
Intuitive Surgical Inc

Healthcare
1.06K
+ 7.53%
$416.14 - $494.01 $443K - $526K
15.2K $7.47M
GS
Goldman Sachs Group Inc

Financial Services
916
+ 6.07%
$459.02 - $510.25 $420K - $467K
16K $7.92M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
793
+ 48.68%
$1015.62 - $1159.62 $805K - $920K
2.42K $2.79M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
34K
+ 21.19%
$24.86 - $26.33 $846K - $896K
195K $5.09M
IWV
Ishares Russell 3000 ETF

ETFs
2.81K
+ 37.09%
$294.75 - $326.73 $829K - $918K
10.4K $3.39M
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.7K
+ 16.86%
$61.11 - $67.85 $714K - $793K
81.1K $5.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
166
+ 0.07%
$48.51 - $52.86 $8.05K - $8.77K
251K $13.2M
CGCP
Capital Group Core Plus Income

ETFs
38.3K
+ 31.2%
$22.12 - $23.31 $847K - $892K
161K $3.72M
PHYS
Sprott Physical Gold Trust

Financial Services
860
+ 0.21%
$18.12 - $20.72 $15.6K - $17.8K
412K $8.41M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
31.8K
+ 14.77%
$23.78 - $25.04 $755K - $795K
247K $6.18M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.85K
+ 0.64%
$44.9 - $47.55 $128K - $135K
446K $21.1M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
15.3K
+ 12.8%
$47.95 - $49.61 $732K - $757K
135K $6.65M
UNP
Union Pacific Corp

Industrials
948
+ 2.78%
$221.78 - $256.09 $210K - $243K
35.1K $8.64M
FBT
First Trust Nyse Arca Biotechn

ETFs
4.72K
+ 86.49%
$152.39 - $172.91 $719K - $816K
10.2K $1.75M
BLDR
Builders First Source, Inc.

Industrials
2.48K
+ 33.26%
$132.6 - $201.83 $329K - $501K
9.95K $1.93M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.78K
+ 2.07%
$114.73 - $120.23 $319K - $334K
137K $16.4M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
30.2K
+ 408.84%
$27.8 - $29.26 $839K - $884K
37.6K $1.09M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.63K
+ 17.76%
$116.79 - $133.54 $658K - $752K
37.3K $4.92M
NJUL
Innovator Growth 100 Power Buf

Technology
14.3K
+ 176.53%
$56.73 - $60.88 $811K - $871K
22.4K $1.36M
XLB
Select Sector Spdr Fd Material

ETFs
8.2K
+ 77.81%
$86.95 - $97.09 $713K - $796K
18.7K $1.81M
ABT
Abbott Laboratories

Healthcare
932
+ 1.26%
$100.07 - $118.13 $93.3K - $110K
75.1K $8.57M
LVHI
Franklin International Low Vol

ETFs
20K
+ 14.0%
$28.72 - $31.28 $574K - $625K
163K $5.06M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
624
+ 0.2%
$37.98 - $41.19 $23.7K - $25.7K
319K $13.1M
MSTR
Microstrategy Inc

Technology
11.3K
+ 1247.18%
$114.3 - $1800.09 $1.29M - $20.3M
12.2K $2.05M
LNT
Alliant Energy Corp

Utilities
5.02K
+ 10.13%
$50.74 - $60.74 $255K - $305K
54.6K $3.31M
URI
United Rentals, Inc.

Industrials
210
+ 5.58%
$627.41 - $814.1 $132K - $171K
3.97K $3.22M
CAH
Cardinal Health Inc

Healthcare
2.11K
+ 4.67%
$93.74 - $114.66 $197K - $241K
47.2K $5.21M
IFRA
Ishares Tr

ETFs
4.21K
+ 3.5%
$41.55 - $46.97 $175K - $198K
125K $5.85M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.28K
+ 1.88%
$44.65 - $47.21 $236K - $249K
286K $13.4M
FNDX
Schwab Fundamental U S Large C

ETFs
9.4K
+ 63.39%
$65.36 - $71.76 $615K - $675K
24.2K $1.74M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.88K
+ 16.09%
$38.04 - $45.36 $338K - $403K
64K $2.86M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
31.6K
+ 8.42%
$20.47 - $20.71 $647K - $655K
407K $8.4M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.88K
+ 6.46%
$50.85 - $53.88 $401K - $425K
130K $6.98M
ENB
Enbridge Inc

Energy
3.32K
+ 2.82%
$35.27 - $41.18 $117K - $137K
121K $4.91M
JHMM
John Hancock Multifactor Mid C

ETFs
4.27K
+ 4.76%
$54.25 - $60.2 $232K - $257K
94K $5.66M
AVUV
American Centy ETF Tr Avantis

ETFs
4.91K
+ 12.31%
$88.24 - $99.7 $434K - $490K
44.8K $4.3M
UL
Unilever PLC

Consumer Defensive
454
+ 0.66%
$54.7 - $65.59 $24.8K - $29.8K
69.4K $4.51M
EEM
Ishares Msci Emerging Markets

ETFs
10.5K
+ 14.94%
$40.42 - $46.7 $425K - $491K
81K $3.71M
IJS
Ishares S&P Smallcap 600 Value

ETFs
273
+ 0.42%
$95.81 - $109.03 $26.2K - $29.8K
65.6K $7.06M
BKNG
Booking Holdings Inc.

Consumer Cyclical
97
+ 8.64%
$3305.62 - $4268.05 $321K - $414K
1.22K $5.14M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
6.07K
+ 76.3%
$93.07 - $102.32 $564K - $621K
14K $1.43M
EPI
Wisdomtree Tr India Earnings F

ETFs
12.1K
+ 40.51%
$47.41 - $50.82 $573K - $614K
41.9K $2.11M
SPSB
Spdr Portfolio Short Term Corp

ETFs
20.2K
+ 18.0%
$29.58 - $30.31 $596K - $611K
132K $4M
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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