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
ROL
Rollins Inc

Consumer Cyclical
-2.23K
- 10.37%
$46.35 - $51.59 $103K - $115K
19.3K $893K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.58K
- 13.0%
$63.27 - $70.31 $100K - $111K
10.6K $672K
PNNT
Pennantpark Investment Corp

Financial Services
-27.8K
- 58.97%
$6.64 - $7.08 $185K - $197K
19.3K $136K
VOTE
Engine No 1 ETF Tr

ETFs
-3.12K
- 20.69%
$66.37 - $71.58 $207K - $224K
12K $823K
TROW
Price T Rowe Group Inc

Financial Services
-2.09K
- 17.49%
$106.48 - $124.69 $223K - $261K
9.87K $1.12M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-2.15K
- 6.1%
$63.23 - $66.65 $136K - $143K
33.1K $2.1M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-1.63K
- 28.82%
$136.18 - $158.26 $222K - $258K
4.03K $599K
PVAL
Putnam ETF Tr Putnam Focused L
-2.7K
- 2.71%
$36.85 - $39.99 $99.6K - $108K
96.8K $3.59M
WAL
Western Alliance Bancorporation

Financial Services
-1.55K
- 8.85%
$80.51 - $96.1 $125K - $149K
16K $1.33M
NHI
National Health Investors Inc

Real Estate
-1.45K
- 26.65%
$68.83 - $83.01 $99.6K - $120K
3.98K $275K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-5.05K
- 5.72%
$28.24 - $29.18 $143K - $147K
83.3K $2.36M
BA
Boeing CO

Industrials
-9.43K
- 15.79%
$138.14 - $180.72 $1.3M - $1.7M
50.3K $8.9M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-2.35K
- 12.26%
$68.71 - $73.91 $161K - $173K
16.8K $1.16M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-2.54K
- 19.66%
$81.6 - $90.89 $208K - $231K
10.4K $892K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-3.92K
- 25.68%
$54.65 - $61.96 $214K - $243K
11.4K $666K
URA
Global X Uranium ETF

ETFs
-5.37K
- 31.89%
$26.78 - $33.46 $144K - $180K
11.5K $307K
ZETA
Zeta Global Holdings Corp.

Technology
-639
- 4.74%
$17.37 - $36.74 $11.1K - $23.5K
12.9K $231K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-3.14K
- 4.35%
$50.53 - $55.55 $159K - $174K
68.9K $3.51M
BP
Bp PLC

Energy
-1.98K
- 3.26%
$28.16 - $33.14 $55.9K - $65.7K
58.9K $1.74M
AEYE
Audioeye Inc

Technology
-400
- 1.88%
$15.11 - $33.64 $6.04K - $13.5K
20.9K $315K
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
-3.17K
- 21.84%
$50.29 - $51.01 $159K - $162K
11.3K $570K
AOK
Ishares Tr Core Conservative A

ETFs
-3.33K
- 12.37%
$37.3 - $38.64 $124K - $129K
23.6K $879K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-1.51K
- 13.39%
$54.2 - $60.92 $81.8K - $91.9K
9.76K $529K
EOG
Eog Resources Inc

Energy
-1.19K
- 3.58%
$118.22 - $136.54 $141K - $163K
32.2K $3.94M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-1.1K
- 3.49%
$73.19 - $81.02 $80.6K - $89.2K
30.5K $2.26M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-2.99K
- 18.2%
$35.21 - $44.8 $105K - $134K
13.4K $517K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-3.85K
- 13.45%
$46.18 - $48.09 $178K - $185K
24.8K $1.18M
RGLD
Royal Gold Inc

Basic Materials
-809
- 13.97%
$131.05 - $154.26 $106K - $125K
4.98K $657K
EWL
Ishares Inc Msci Switzerlnd

ETFs
-1.2K
- 7.46%
$45.73 - $51.84 $54.9K - $62.2K
14.9K $684K
SQEW
Two Rds Shared Tr Leadershares

ETFs
-3.37K
- 4.84%
$33.57 - $38.43 $113K - $129K
66.3K $2.23M
AM
Antero Midstream Corp

Energy
-10.1K
- 23.23%
$14.22 - $15.97 $144K - $161K
33.4K $503K
GFI
Gold Fields LTD

Basic Materials
-100
- 0.15%
$13.16 - $18.91 $1.32K - $1.89K
68.7K $906K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.04K
- 14.08%
$79.93 - $88.06 $83.3K - $91.8K
6.36K $508K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-272
- 1.78%
$184.21 - $199.29 $50.1K - $54.2K
15K $2.76M
RWT
Redwood Trust Inc

Real Estate
-2.7K
- 2.56%
$6.44 - $7.7 $17.4K - $20.8K
103K $671K
IXN
Ishares Global Information Tec

ETFs
-3.66K
- 4.85%
$80.67 - $87.84 $295K - $321K
71.7K $6.08M
IYR
Ishares Tr

ETFs
-1.03K
- 19.32%
$90.74 - $102.87 $93.7K - $106K
4.31K $401K
LECO
Lincoln Electric Holdings Inc

Industrials
-620
- 10.87%
$187.47 - $219.94 $116K - $136K
5.08K $952K
VDE
Vanguard Energy ETF

ETFs
-516
- 0.76%
$116.67 - $136.78 $60.2K - $70.6K
67.1K $8.15M
PRU
Prudential Financial Inc

Financial Services
-157
- 0.33%
$114.59 - $129.52 $18K - $20.3K
47.6K $5.64M
USA
Liberty All Star Equity Fund

Financial Services
-17.1K
- 15.6%
$6.82 - $7.46 $117K - $128K
92.6K $643K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-9.54K
- 20.34%
$14.28 - $14.81 $136K - $141K
37.4K $536K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
-5.05K
- 23.74%
$19.11 - $21.17 $96.5K - $107K
16.2K $311K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-935
- 5.19%
$89.9 - $100.66 $84.1K - $94.1K
17.1K $1.54M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-7.45K
- 21.87%
$20.7 - $22.35 $154K - $166K
26.6K $579K
BIDU
Baidu, Inc.

Communication Services
-564
- 13.8%
$80.33 - $115.13 $45.3K - $64.9K
3.52K $296K
GNRC
Generac Holdings Inc.

Industrials
-417
- 2.38%
$154.28 - $195.11 $64.3K - $81.4K
17.1K $2.66M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
-1.12K
- 7.5%
$27.34 - $35.73 $30.6K - $40K
13.8K $379K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-2.1K
- 5.75%
$80.84 - $86.4 $170K - $181K
34.4K $2.86M
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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