Atria Wealth Solutions, Inc. New Holdings in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EBND
Spdr Bloomberg Emerging Market

ETFs
17.1K
New
$19.53 - $21.1 $333K - $360K
17.1K $333K
RE
Everest Re Group LTD

Financial Services
897
New
N/A
897 $332K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
13.8K
New
$22.96 - $25.34 $317K - $350K
13.8K $330K
AIZ
Assurant, Inc.

Financial Services
1.54K
New
$186.6 - $228.68 $288K - $352K
1.54K $328K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
11.7K
New
$27.8 - $30.33 $324K - $354K
11.7K $324K
EXAS
Exact Sciences Corp

Healthcare
5.62K
New
$49.33 - $71.97 $277K - $405K
5.62K $315K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
5.17K
New
$60.27 - $66.27 $311K - $342K
5.17K $315K
ATO
Atmos Energy Corp

Utilities
2.14K
New
$136.41 - $151.43 $292K - $324K
2.14K $298K
FRT
Federal Realty Investment Trust

Real Estate
2.62K
New
$109.55 - $117.53 $287K - $308K
2.62K $293K
IVR
Invesco Mortgage Capital Inc.

Real Estate
36.2K
New
$7.72 - $9.16 $279K - $331K
36.2K $291K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
96.7K
New
$2.76 - $3.76 $267K - $364K
96.7K $290K
AVXL
Anavex Life Sciences Corp.

Healthcare
27.1K
New
$5.11 - $12.56 $138K - $340K
27.1K $290K
EXI
Ishares Global Industrials ETF

ETFs
2.02K
New
$141.14 - $152.06 $285K - $307K
2.02K $284K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
3.03K
New
$92.58 - $93.71 $281K - $284K
3.03K $281K
AB
Alliancebernstein Holding L.P.

Financial Services
7.47K
New
$34.59 - $38.68 $258K - $289K
7.47K $277K
EMGF
Ishares Msci Emerging Markets

ETFs
6K
New
$45.23 - $51.49 $271K - $309K
6K $271K
ENLC
En Link Midstream, LLC

Energy
19.2K
New
$13.74 - $16.01 $264K - $307K
19.2K $271K
FNF
Fidelity National Financial, Inc.

Financial Services
4.75K
New
$55.19 - $63.83 $262K - $303K
4.75K $266K
WTW
Willis Towers Watson PLC

Financial Services
840
New
$287.99 - $332.53 $242K - $279K
840 $261K
SUN
Sunoco LP

Energy
4.98K
New
$50.8 - $56.82 $253K - $283K
4.98K $256K
SKYW
Skywest Inc

Industrials
2.54K
New
$83.51 - $115.11 $212K - $292K
2.54K $254K
QINT
American Centy ETF Tr Quality

ETFs
5.26K
New
$47.57 - $51.38 $250K - $270K
5.26K $251K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5.94K
New
$41.09 - $45.94 $244K - $273K
5.94K $249K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.41K
New
$138.3 - $192.95 $194K - $271K
1.41K $248K
LOGI
Logitech International S.A.

Technology
2.98K
New
$77.08 - $91.82 $230K - $274K
2.98K $245K
FLMI
Franklin Dynamic Municipal Bon

ETFs
9.99K
New
$24.42 - $25.06 $244K - $250K
9.99K $244K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
1.95K
New
$118.78 - $129.7 $232K - $253K
1.95K $241K
NGG
National Grid PLC

Utilities
4.03K
New
$57.68 - $70.03 $232K - $282K
4.03K $239K
FYC
First Trust Small Cap Growth A

ETFs
3.1K
New
$72.19 - $84.64 $224K - $262K
3.1K $239K
WK
Workiva Inc

Technology
2.16K
New
$76.11 - $114.78 $165K - $248K
2.16K $236K
AVDE
American Centy ETF Tr Avantis

ETFs
3.81K
New
$60.9 - $66.69 $232K - $254K
3.81K $233K
ARB
Altshares Tr Merger Arbitrage

Industrials
8.45K
New
$27.27 - $28.14 $230K - $238K
8.45K $232K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
8.82K
New
$22.72 - $28.29 $200K - $250K
8.82K $232K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.21K
New
$100.18 - $109.1 $221K - $241K
2.21K $231K
TGNA
Tegna Inc

Communication Services
12.6K
New
$15.25 - $19.32 $192K - $244K
12.6K $230K
CWT
California Water Service Group

Utilities
5.07K
New
$45.33 - $54.6 $230K - $277K
5.07K $229K
UNM
Unum Group

Financial Services
3.14K
New
$58.88 - $77.07 $185K - $242K
3.14K $229K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.75K
New
$109.06 - $140.54 $191K - $246K
1.75K $226K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
4.85K
New
$41.88 - $50.49 $203K - $245K
4.85K $225K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.25K
New
$90.31 - $106.37 $203K - $239K
2.25K $224K
SMB
Vaneck Short Muni ETF

ETFs
13.2K
New
$17.07 - $17.26 $225K - $227K
13.2K $224K
AFRM
Affirm Holdings, Inc.

Technology
3.67K
New
$38.48 - $72.86 $141K - $268K
3.67K $223K
TWLO
Twilio Inc

Communication Services
2.06K
New
$63.73 - $114.96 $131K - $237K
2.06K $222K
CIEN
Ciena Corp

Technology
2.6K
New
$61.45 - $91.14 $160K - $237K
2.6K $220K
GDDY
Go Daddy Inc.

Technology
1.12K
New
$153.16 - $209.03 $171K - $233K
1.12K $220K
NANR
Spdr Index Shs Fds S&P North A

ETFs
4.31K
New
$50.02 - $58.31 $216K - $251K
4.31K $220K
CINF
Cincinnati Financial Corp

Financial Services
1.53K
New
$132.86 - $160.16 $203K - $244K
1.53K $219K
ACM
Aecom

Industrials
2.03K
New
$101.97 - $116.97 $207K - $238K
2.03K $217K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
10.7K
New
N/A
10.7K $216K
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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