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
GRMN
Garmin LTD

Technology
-2.44K
- 31.7%
$161.91 - $220.77 $395K - $539K
5.26K $1.08M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.58K
- 7.31%
$70.63 - $78.23 $111K - $123K
20K $1.42M
IQV
Iqvia Holdings Inc.

Healthcare
-831
- 32.63%
$190.97 - $236.63 $159K - $197K
1.72K $337K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-5.07K
- 28.41%
$47.98 - $49.47 $243K - $251K
12.8K $616K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-6.61K
- 41.59%
$31.33 - $35.13 $207K - $232K
9.29K $291K
FN
Fabrinet

Technology
-834
- 17.71%
$214.76 - $271.08 $179K - $226K
3.88K $852K
RIO
Rio Tinto PLC

Basic Materials
-3.05K
- 46.27%
$58.59 - $71.15 $179K - $217K
3.54K $208K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-16.1K
- 48.08%
$15.42 - $18.08 $248K - $291K
17.4K $283K
BR
Broadridge Financial Solutions, Inc.

Technology
-1.26K
- 50.1%
$209.64 - $236.44 $265K - $299K
1.26K $284K
PTH
Invesco Exchange Traded Fd Tr

ETFs
-3.71K
- 21.58%
$40.04 - $48.12 $148K - $178K
13.5K $539K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-10.4K
- 14.14%
$24.13 - $24.45 $252K - $255K
63.3K $1.54M
DYLD
Two Rds Shared Tr Leadershares

ETFs
-8.85K
- 8.0%
$22.42 - $22.97 $198K - $203K
102K $2.28M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.86K
- 1.16%
$51.54 - $52.55 $96.1K - $98K
159K $8.23M
SPG
Simon Property Group Inc

Real Estate
-1.81K
- 9.35%
$167.23 - $183.84 $302K - $332K
17.5K $3.02M
EBAY
Ebay Inc

Consumer Cyclical
-3.01K
- 15.86%
$57.51 - $67.17 $173K - $202K
16K $988K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-7.92K
- 13.8%
$35.71 - $37.1 $283K - $294K
49.5K $1.82M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-43.2K
- 75.63%
$5.34 - $5.65 $231K - $244K
13.9K $75K
VOD
Vodafone Group Public LTD CO

Communication Services
-18.8K
- 35.04%
$8.37 - $9.95 $158K - $187K
34.9K $296K
SBLK
Star Bulk Carriers Corp.

Industrials
-4.82K
- 25.0%
$14.7 - $23.59 $70.9K - $114K
14.5K $216K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.15K
- 6.09%
$162.69 - $181.35 $187K - $208K
17.7K $2.91M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.52K
- 0.95%
$50.73 - $51.08 $178K - $180K
367K $18.7M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-10K
- 3.27%
N/A
296K $7.04M
MSM
Msc Industrial Direct CO Inc

Industrials
-2.13K
- 30.5%
$73.09 - $90.18 $156K - $192K
4.85K $362K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-413
- 1.45%
$563.99 - $620.12 $233K - $256K
28.1K $16M
OTIS
Otis Worldwide Corp

Industrials
-1.92K
- 38.13%
$92.57 - $106.01 $178K - $204K
3.12K $289K
ROBO
Robo Global Robotics And Autom

ETFs
-4.02K
- 41.3%
$55.06 - $58.6 $221K - $235K
5.71K $321K
VTRS
Viatris Inc

Healthcare
-22.5K
- 38.32%
$11.32 - $13.37 $255K - $301K
36.3K $451K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-6.36K
- 45.69%
$28.76 - $32.28 $183K - $205K
7.56K $219K
IFF
International Flavors & Fragrances Inc

Basic Materials
-125
- 1.16%
$83.96 - $106.19 $10.5K - $13.3K
10.6K $897K
VV
Vanguard Large Cap ETF

ETFs
-1.56K
- 5.16%
$260.27 - $280.65 $407K - $439K
28.7K $7.74M
PPG
Ppg Industries Inc

Basic Materials
-1.54K
- 45.77%
$119.09 - $131.37 $183K - $202K
1.82K $217K
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.95K
- 22.11%
$55.97 - $62.75 $165K - $185K
10.4K $596K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-14K
- 15.19%
$12.43 - $13.36 $174K - $187K
78.1K $979K
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.06K
- 16.26%
$49.38 - $59.52 $102K - $123K
10.6K $536K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-496
- 41.89%
$408.59 - $476.19 $203K - $236K
688 $288K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-8.63K
- 25.0%
$24.19 - $24.63 $209K - $213K
25.9K $626K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-4.18K
- 3.09%
$72.62 - $77.83 $304K - $325K
131K $9.72M
WELL
Welltower Inc.

Real Estate
-1.44K
- 8.59%
$123.11 - $139.3 $178K - $201K
15.4K $1.94M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-6.56K
- 24.62%
$34.72 - $35.93 $228K - $236K
20.1K $717K
LNC
Lincoln National Corp

Financial Services
-6.8K
- 34.12%
$30.46 - $36.84 $207K - $251K
13.1K $416K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-291
- 1.09%
$26.39 - $35.74 $7.68K - $10.4K
26.4K $707K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-43.3K
- 40.07%
$7.33 - $12.37 $317K - $535K
64.7K $686K
EQIX
Equinix Inc

Real Estate
-273
- 28.32%
$865.69 - $985.0 $236K - $269K
691 $651K
EIX
Edison International

Utilities
-1.04K
- 6.21%
$77.93 - $88.36 $80.7K - $91.5K
15.6K $1.25M
CPB
Campbell Soup CO

Consumer Defensive
-3.2K
- 32.59%
$41.42 - $48.71 $133K - $156K
6.62K $277K
USAC
Usa Compression Partners, LP

Energy
-9.06K
- 47.32%
$21.54 - $23.99 $195K - $217K
10.1K $237K
NJUL
Innovator Growth 100 Power Buf

Technology
-3.91K
- 17.43%
$60.22 - $63.94 $235K - $250K
18.5K $1.16M
OSK
Oshkosh Corp

Industrials
-1.79K
- 34.35%
$93.84 - $115.52 $168K - $207K
3.43K $325K
DOCU
Docusign, Inc.

Technology
-7.17K
- 44.45%
$61.42 - $106.99 $440K - $767K
8.96K $805K
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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