Atria Wealth Solutions, Inc. Reduced Holdings in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DT
Dynatrace, Inc.

Technology
-540
- 11.28%
$51.09 - $59.6 $27.6K - $32.2K
4.25K $230K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-236
- 12.02%
$111.94 - $126.4 $26.4K - $29.8K
1.73K $200K
EPR
Epr Properties

Real Estate
-12
- 0.24%
$43.17 - $49.39 $518 - $593
4.99K $220K
NJR
New Jersey Resources Corp

Utilities
-380
- 2.7%
$45.17 - $51.61 $17.2K - $19.6K
13.7K $639K
OEF
Ishares S&P 100 ETF

ETFs
-93
- 0.43%
N/A
21.5K $5.71M
TV
Grupo Televisa, S.A.B.

Communication Services
-500
- 2.0%
$1.68 - $2.68 $840 - $1.34K
24.5K $41K
FEX
First Tr Large Cap Core Alphde

ETFs
-226
- 2.46%
$103.29 - $112.88 $23.3K - $25.5K
8.96K $934K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-601
- 4.39%
$23.75 - $25.68 $14.3K - $15.4K
13.1K $314K
VET
Vermilion Energy Inc.

Energy
-1.86K
- 14.35%
$8.65 - $10.84 $16.1K - $20.1K
11.1K $104K
CNHI
Cnh Industrial N.V.

Industrials
-2K
- 16.57%
N/A
10.1K $104K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.24K
- 1.63%
$40.86 - $43.42 $50.7K - $53.9K
74.7K $3.13M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
-608
- 3.33%
$5.84 - $6.96 $3.55K - $4.23K
17.7K $104K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-2.1K
- 5.14%
$14.04 - $14.76 $29.5K - $31K
38.7K $555K
ENSG
Ensign Group, Inc

Healthcare
-23
- 1.44%
$132.78 - $156.91 $3.05K - $3.61K
1.58K $209K
PCK
Pimco California Municipal Income Fund Ii

Financial Services
-1.2K
- 5.01%
$5.64 - $6.3 $6.77K - $7.56K
22.7K $130K
EVRG
Evergy, Inc.

Utilities
-264
- 3.18%
$59.06 - $65.0 $15.6K - $17.2K
8.03K $494K
HTAB
Hartford Fds Exchange Traded

ETFs
-296
- 1.0%
$19.26 - $19.88 $5.7K - $5.88K
29.3K $566K
FCO
Aberdeen Global Income Fund Inc

Financial Services
-2.47K
- 8.85%
$5.78 - $6.2 $14.3K - $15.3K
25.5K $148K
DBA
Invesco Db Agriculture Fund

ETFs
-1.05K
- 6.1%
$24.81 - $27.83 $26.1K - $29.2K
16.2K $429K
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
-16
- 0.06%
$23.97 - $25.6 $384 - $410
25K $599K
PBI
Pitney Bowes Inc

Industrials
-3.82K
- 4.46%
$6.74 - $8.2 $25.8K - $31.3K
81.8K $592K
CVY
Invesco Exchange Traded Fd Tr

ETFs
-119
- 0.75%
$24.81 - $27.22 $2.95K - $3.24K
15.8K $396K
AVB
Avalonbay Communities Inc

Real Estate
-54
- 4.9%
$216.28 - $237.81 $11.7K - $12.8K
1.05K $230K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-288
- 2.24%
$21.42 - $22.58 $6.17K - $6.5K
12.6K $269K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-1.14K
- 4.16%
$51.31 - $55.61 $58.6K - $63.6K
26.4K $1.41M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-3
- 0.08%
$125.4 - $135.42 $376 - $406
3.75K $470K
RGA
Reinsurance Group Of America Inc

Financial Services
-24
- 0.95%
$201.26 - $231.95 $4.83K - $5.57K
2.51K $536K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-574
- 1.95%
$25.35 - $25.53 $14.6K - $14.7K
28.9K $735K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-63
- 4.81%
$192.71 - $203.05 $12.1K - $12.8K
1.25K $241K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-232
- 1.62%
$84.34 - $95.14 $19.6K - $22.1K
14.1K $1.23M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-100
- 3.6%
$83.21 - $88.08 $8.32K - $8.81K
2.68K $228K
MGC
Vanguard Mega Cap ETF

ETFs
-535
- 3.18%
$204.21 - $220.18 $109K - $118K
16.3K $3.47M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
-65
- 1.0%
$31.36 - $35.93 $2.04K - $2.34K
6.47K $206K
AN
Autonation, Inc.

Consumer Cyclical
-8
- 0.64%
$155.47 - $182.16 $1.24K - $1.46K
1.25K $212K
LCID
Lucid Group, Inc.

Consumer Cyclical
-980
- 5.73%
$2.01 - $3.44 $1.97K - $3.37K
16.1K $48K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-439
- 2.53%
$12.36 - $13.34 $5.43K - $5.86K
16.9K $214K
THM
International Tower Hill Mines LTD

Basic Materials
-12.1K
- 19.43%
$0.43 - $0.74 $5.2K - $8.95K
50.2K $23K
VRIG
Invesco Actively Managed ETF F

ETFs
-761
- 0.29%
$25.06 - $25.2 $19.1K - $19.2K
257K $6.46M
GGB
Gerdau S.A.

Basic Materials
-500
- 3.61%
$2.88 - $3.61 $1.44K - $1.81K
13.4K $38K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-5
- 0.1%
$41.17 - $43.34 $206 - $217
5.06K $209K
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
-8
- 0.07%
$28.23 - $30.73 $226 - $246
10.8K $307K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-78
- 1.42%
$47.58 - $48.56 $3.71K - $3.79K
5.43K $259K
CHY
Calamos Convertible & High Income Fund

Financial Services
-980
- 4.3%
$11.79 - $12.56 $11.6K - $12.3K
21.8K $264K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-40
- 1.58%
$114.77 - $127.28 $4.59K - $5.09K
2.49K $288K
DH
Definitive Healthcare Corp.

Healthcare
-700
- 6.52%
$4.08 - $4.77 $2.86K - $3.34K
10K $41K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
-248
- 2.81%
$25.34 - $25.59 $6.28K - $6.35K
8.56K $217K
ROUS
Hartford Multifactor Us Equity

ETFs
-25
- 0.45%
$50.86 - $54.39 $1.27K - $1.36K
5.58K $283K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-401
- 8.16%
$44.28 - $51.47 $17.8K - $20.6K
4.51K $213K
RNW
Re New Energy Global PLC

Utilities
-2K
- 12.28%
$5.22 - $7.46 $10.4K - $14.9K
14.3K $97K
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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