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
FMF
First Trust Managed Futures St

ETFs
-11.3K
- 34.89%
$46.63 - $49.57 $529K - $562K
21.2K $1.01M
IBB
Ishares Biotechnology ETF

ETFs
-2.08K
- 10.68%
$131.21 - $148.85 $273K - $309K
17.4K $2.3M
MA
Mastercard Inc

Financial Services
-4.48K
- 8.05%
$491.3 - $536.15 $2.2M - $2.4M
51.1K $26.9M
VIS
Vanguard Industrial ETF

ETFs
-1.06K
- 2.28%
$254.39 - $279.7 $270K - $297K
45.4K $11.6M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-4.65K
- 41.75%
$84.3 - $106.41 $392K - $495K
6.49K $559K
HPI
John Hancock Preferred Income Fund

Financial Services
-24.6K
- 58.17%
$16.37 - $19.3 $403K - $476K
17.7K $294K
WHF
White Horse Finance, Inc.

Financial Services
-39.4K
- 60.46%
$9.53 - $12.15 $375K - $479K
25.8K $249K
FEM
First Trust Emerging Markets A

ETFs
-19.2K
- 45.46%
$22.03 - $24.21 $423K - $465K
23.1K $507K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-9.93K
- 41.24%
$47.68 - $48.67 $474K - $483K
14.2K $675K
FDT
First Trust Developed Markets

ETFs
-6.89K
- 19.37%
$53.27 - $57.72 $367K - $397K
28.7K $1.55M
HEFA
Ishares Currency Hedged Msci E

ETFs
-11.2K
- 7.24%
$34.42 - $35.88 $387K - $403K
144K $5M
ITA
Ishares Tr

ETFs
-2.15K
- 5.12%
$144.31 - $157.31 $310K - $338K
39.8K $5.79M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-4.51K
- 8.96%
$100.24 - $101.35 $452K - $457K
45.8K $4.61M
NVR
Nvr Inc

Consumer Cyclical
-37
- 33.33%
$8101.21 - $9940.51 $300K - $368K
74 $605K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-7.57K
- 34.4%
$55.73 - $61.23 $422K - $464K
14.4K $816K
URI
United Rentals, Inc.

Industrials
-87
- 2.19%
$704.44 - $880.32 $61.3K - $76.6K
3.89K $2.74M
FBT
First Trust Nyse Arca Biotechn

ETFs
-2.52K
- 24.75%
$161.65 - $178.69 $407K - $450K
7.65K $1.27M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-18.2K
- 32.23%
$23.63 - $26.47 $430K - $482K
38.3K $909K
ACGL
Arch Capital Group Ltd.

Financial Services
-2.29K
- 17.8%
$88.71 - $114.86 $203K - $263K
10.6K $977K
NXPI
Nxp Semiconductors N.V.

Technology
-838
- 9.41%
$207.27 - $255.58 $174K - $214K
8.07K $1.68M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-6.14K
- 8.57%
$47.77 - $51.75 $293K - $318K
65.6K $3.17M
IXJ
Ishares Global Healthcare ETF

ETFs
-3.64K
- 31.05%
$85.65 - $98.34 $312K - $358K
8.08K $694K
BWX
Spdr Bloomberg International T

ETFs
-15.2K
- 23.19%
$21.39 - $23.3 $325K - $354K
50.3K $1.07M
BKH
Black Hills Corp

Utilities
-6.99K
- 49.46%
$57.6 - $64.66 $402K - $452K
7.14K $417K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-411
- 0.45%
$48.5 - $53.31 $19.9K - $21.9K
90.9K $4.42M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2.28K
- 58.44%
$260.53 - $404.79 $593K - $921K
1.62K $618K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-8.15K
- 36.59%
$50.62 - $52.07 $412K - $424K
14.1K $719K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-10K
- 20.71%
$46.48 - $51.32 $465K - $514K
38.3K $1.85M
ICLR
Icon PLC

Healthcare
-1.21K
- 52.9%
$187.22 - $297.57 $226K - $359K
1.07K $225K
VTC
Vanguard Scottsdale Fds Total

ETFs
-3.34K
- 7.0%
$75.59 - $79.31 $252K - $265K
44.3K $3.36M
FEP
First Trust Europe Alphadex Fu

ETFs
-9.12K
- 29.15%
$35.46 - $38.46 $323K - $351K
22.2K $793K
SWKS
Skyworks Solutions, Inc.

Technology
-3.8K
- 45.38%
$83.18 - $99.15 $316K - $377K
4.58K $405K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-126
- 0.18%
$70.1 - $76.53 $8.83K - $9.64K
68.4K $4.83M
SNY
Sanofi

Healthcare
-4.3K
- 19.58%
$45.89 - $57.31 $197K - $246K
17.6K $851K
ITW
Illinois Tool Works Inc

Industrials
-1.02K
- 5.74%
$253.56 - $278.5 $259K - $284K
16.8K $4.25M
DJP
Barclays Bank PLC

ETFs
-12.5K
- 39.12%
N/A
19.5K $628K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-6.96K
- 20.97%
$60.19 - $64.39 $419K - $448K
26.2K $1.61M
GIS
General Mills Inc

Consumer Defensive
-708
- 2.06%
$62.78 - $74.62 $44.4K - $52.8K
33.7K $2.15M
MPC
Marathon Petroleum Corp

Energy
-386
- 2.69%
$131.65 - $174.84 $50.8K - $67.5K
13.9K $1.95M
BBY
Best Buy CO Inc

Consumer Cyclical
-561
- 2.91%
$85.2 - $101.35 $47.8K - $56.9K
18.7K $1.61M
SMIN
Ishares Msci India Small Cap I

ETFs
-2.48K
- 12.46%
$75.68 - $86.0 $188K - $213K
17.4K $1.33M
BFZ
Blackrock California Municipal Income Trust

Financial Services
-30K
- 63.14%
$11.17 - $12.2 $335K - $366K
17.5K $196K
FTSL
First Trust Senior Ln Fund

ETFs
-8.55K
- 17.1%
$45.9 - $46.48 $392K - $397K
41.4K $1.92M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-5.7K
- 9.15%
$33.39 - $37.66 $190K - $214K
56.5K $1.89M
GPC
Genuine Parts CO

Consumer Cyclical
-953
- 8.26%
$113.11 - $143.63 $108K - $137K
10.6K $1.24M
STZ
Constellation Brands, Inc.

Consumer Defensive
-538
- 7.68%
$219.66 - $257.62 $118K - $139K
6.47K $1.43M
IGM
Ishares Expanded Tech Sector E

ETFs
-4.9K
- 24.1%
$94.19 - $106.95 $461K - $524K
15.4K $1.57M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-10.2K
- 15.61%
$40.12 - $41.68 $408K - $424K
55K $2.27M
DVY
Ishares Tr

ETFs
-1.29K
- 2.4%
$129.55 - $143.41 $168K - $185K
52.6K $6.9M
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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