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
MLPX
Global X Mlp & Energy Infrastr

ETFs
-4.33K
- 7.06%
$54.89 - $64.32 $238K - $278K
57K $3.44M
VRSN
Verisign Inc

Technology
-20
- 0.28%
$176.68 - $206.96 $3.53K - $4.14K
7.12K $1.47M
STT
State Street Corp

Financial Services
-905
- 4.21%
$85.96 - $100.78 $77.8K - $91.2K
20.6K $2.02M
APO
Apollo Global Management, Inc.

Financial Services
-1.39K
- 16.0%
$131.36 - $178.61 $182K - $248K
7.28K $1.2M
UAL
United Airlines Holdings, Inc.

Industrials
-2.68K
- 27.68%
$55.62 - $102.44 $149K - $274K
7K $679K
L
Loews Corp

Financial Services
-483
- 1.52%
$76.49 - $87.05 $36.9K - $42K
31.3K $2.65M
ARKW
Ark Next Generation Internet E

ETFs
-633
- 6.1%
$82.66 - $120.04 $52.3K - $76K
9.74K $1.05M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-1.17K
- 1.79%
$42.05 - $48.31 $49.2K - $56.5K
64.3K $2.97M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-543
- 0.26%
$7.67 - $9.21 $4.16K - $5K
209K $1.79M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-597
- 8.29%
$152.04 - $211.12 $90.8K - $126K
6.61K $1.34M
MAR
Marriott International Inc

Consumer Cyclical
-225
- 2.62%
$246.06 - $292.59 $55.4K - $65.8K
8.35K $2.33M
CPRT
Copart Inc

Consumer Cyclical
-1.3K
- 2.3%
$51.36 - $63.8 $66.8K - $82.9K
55.2K $3.17M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
-658
- 0.28%
$16.54 - $17.92 $10.9K - $11.8K
235K $4.18M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-471
- 7.35%
$173.13 - $258.09 $81.5K - $122K
5.93K $1.37M
HUBS
Hubspot Inc

Technology
-11
- 0.72%
$514.07 - $757.4 $5.65K - $8.33K
1.51K $1.05M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-276
- 0.75%
$77.25 - $91.3 $21.3K - $25.2K
36.5K $3.11M
EMR
Emerson Electric CO

Industrials
-2.38K
- 6.34%
$108.13 - $134.33 $257K - $319K
35.1K $4.35M
EW
Edwards Lifesciences Corp

Healthcare
-321
- 0.87%
$64.54 - $75.92 $20.7K - $24.4K
36.4K $2.7M
GILD
Gilead Sciences, Inc.

Healthcare
-2.7K
- 4.42%
$83.95 - $97.9 $227K - $265K
58.5K $5.4M
SOFI
So Fi Technologies, Inc.

Financial Services
-249K
- 45.32%
$7.63 - $16.88 $1.9M - $4.2M
300K $4.62M
VTI
Vanguard Total Stock Market Et

ETFs
-3.2K
- 1.67%
$280.04 - $302.45 $897K - $969K
189K $54.8M
MAIN
Main Street Capital Corp

Financial Services
-147
- 0.34%
$49.95 - $58.58 $7.34K - $8.61K
43.3K $2.53M
FSK
Fs Kkr Capital Corp

Financial Services
-720
- 0.34%
$19.71 - $22.22 $14.2K - $16K
211K $4.58M
SNOW
Snowflake Inc.

Technology
-633
- 4.65%
$109.65 - $186.51 $69.4K - $118K
13K $2M
XLK
Technology Sector Spdr

ETFs
-2.88K
- 1.69%
$220.26 - $241.44 $633K - $694K
168K $39M
VOX
Vanguard Communication Service

ETFs
-1.59K
- 2.05%
$144.31 - $163.57 $230K - $260K
76.2K $11.8M
RKLB
Rocket Lab Usa, Inc.

Industrials
-3.82K
- 9.93%
$9.23 - $28.44 $35.2K - $108K
34.6K $880K
NOW
Service Now, Inc.

Technology
-1.07K
- 10.77%
$867.18 - $1148.42 $929K - $1.23M
8.87K $9.41M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-505
- 0.83%
$45.39 - $62.98 $22.9K - $31.8K
60.2K $3.42M
AXON
Axon Enterprise, Inc.

Industrials
-140
- 3.93%
$399.22 - $689.78 $55.9K - $96.6K
3.42K $2.03M
FTNT
Fortinet, Inc.

Technology
-815
- 2.0%
$76.49 - $99.21 $62.3K - $80.9K
39.9K $3.77M
SHOP
Shopify Inc.

Technology
-8K
- 12.49%
$78.14 - $119.49 $625K - $956K
56.1K $5.96M
VFH
Vanguard Financial ETF

ETFs
-733
- 0.61%
$108.87 - $126.2 $79.8K - $92.5K
119K $14.1M
VCR
Vanguard Consumer Discretionar

ETFs
-1.13K
- 2.95%
$328.51 - $401.37 $372K - $454K
37.1K $13.9M
DIS
Walt Disney CO

Communication Services
-11.2K
- 7.36%
$92.39 - $117.6 $1.03M - $1.31M
141K $15.7M
VGT
Vanguard Information Technolog

ETFs
-913
- 1.95%
$571.78 - $647.97 $522K - $592K
46K $28.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.52K
- 3.53%
$172.07 - $207.36 $434K - $523K
68.9K $13.6M
BAC
Bank Of America Corp

Financial Services
-2.88K
- 0.89%
$39.22 - $47.77 $113K - $138K
322K $14.1M
WFC
Wells Fargo & Company

Financial Services
-63
- 0.07%
$54.98 - $77.35 $3.46K - $4.87K
96.8K $6.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
-24.7K
- 3.36%
$94.43 - $105.47 $2.33M - $2.6M
710K $72M
V
Visa Inc.

Financial Services
-6.08K
- 5.87%
$273.87 - $320.91 $1.66M - $1.95M
97.4K $30.8M
JPM
Jpmorgan Chase & CO

Financial Services
-5.51K
- 3.15%
$205.18 - $250.29 $1.13M - $1.38M
169K $40.6M
VUG
Vanguard Growth ETF

ETFs
-4.13K
- 1.51%
$378.79 - $428.11 $1.56M - $1.77M
270K $111M
AVGO
Broadcom Inc.

Technology
-19K
- 11.09%
$159.67 - $250.0 $3.03M - $4.75M
152K $35.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-61.6K
- 9.3%
$180.88 - $232.93 $11.1M - $14.4M
601K $132M
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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