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
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-3.18K
- 7.95%
$25.26 - $26.59 $80.3K - $84.6K
36.8K $933K
ACTV
Two Rds Shared Tr Leadershares

ETFs
-2.28K
- 5.08%
$32.03 - $34.73 $72.9K - $79.1K
42.6K $1.39M
FTV
Fortive Corp

Technology
-1.42K
- 33.8%
$71.16 - $79.68 $101K - $113K
2.79K $209K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-2.06K
- 8.43%
$46.9 - $50.96 $96.5K - $105K
22.3K $1.06M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-2.13K
- 15.81%
$53.38 - $60.64 $114K - $129K
11.3K $618K
UMBF
Umb Financial Corp

Financial Services
-1.46K
- 26.33%
$101.15 - $127.6 $147K - $186K
4.07K $459K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-8.99K
- 20.18%
$14.38 - $15.35 $129K - $138K
35.6K $531K
MKC
Mccormick & CO Inc

Consumer Defensive
-253
- 1.52%
$73.97 - $84.09 $18.7K - $21.3K
16.4K $1.25M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.6K
- 18.2%
$48.87 - $53.53 $77.9K - $85.4K
7.17K $350K
APH
Amphenol Corp

Technology
-2.73K
- 16.47%
$62.07 - $75.35 $170K - $206K
13.9K $962K
PNW
Pinnacle West Capital Corp

Utilities
-1.18K
- 25.47%
$84.03 - $94.52 $99.2K - $112K
3.45K $292K
FV
First Trust Dorsey Wright Focu

ETFs
-2.38K
- 7.91%
$57.47 - $62.82 $137K - $149K
27.7K $1.64M
AGOX
Starboard Invt Tr

ETFs
-2.88K
- 13.51%
$27.16 - $30.0 $78.3K - $86.5K
18.5K $501K
AMP
Ameriprise Financial Inc

Financial Services
-674
- 17.21%
$473.15 - $574.01 $319K - $387K
3.24K $1.73M
RAAX
Vaneck ETF Trust Inflation All

ETFs
-3.01K
- 8.24%
$27.92 - $30.39 $84K - $91.4K
33.5K $944K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-675
- 2.58%
$86.15 - $94.34 $58.2K - $63.7K
25.5K $2.26M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-235
- 7.87%
$424.05 - $524.22 $99.7K - $123K
2.75K $1.28M
FTGC
First Trust Global Tactical CO

ETFs
-5.93K
- 4.0%
$23.23 - $24.25 $138K - $144K
142K $3.41M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-19.2K
- 30.11%
$5.55 - $6.07 $107K - $117K
44.6K $252K
BOTZ
Global X Fds

ETFs
-2.9K
- 5.46%
$31.11 - $34.18 $90.2K - $99.1K
50.2K $1.6M
WU
Western Union CO

Financial Services
-5.04K
- 13.49%
$10.52 - $11.94 $53K - $60.1K
32.3K $342K
TRU
Trans Union

Industrials
-491
- 10.74%
$92.71 - $108.67 $45.5K - $53.4K
4.08K $378K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-12.2K
- 33.78%
$8.24 - $11.07 $101K - $135K
23.9K $223K
IGIC
International General Insurance Holdings Ltd.

Financial Services
-20.5K
- 25.15%
$18.49 - $26.6 $379K - $545K
61K $1.45M
PCAR
Paccar Inc

Industrials
-4.69K
- 6.48%
$97.92 - $118.41 $459K - $555K
67.7K $7.04M
MEDP
Medpace Holdings, Inc.

Healthcare
-279
- 7.25%
$308.93 - $363.58 $86.2K - $101K
3.57K $1.19M
SNPS
Synopsys Inc

Technology
-6
- 0.14%
$485.36 - $588.0 $2.91K - $3.53K
4.41K $2.14M
GBIL
Goldman Sachs Access Treasury

ETFs
-803
- 1.98%
$99.85 - $100.22 $80.2K - $80.5K
39.8K $3.98M
AUGZ
Listed Fds Tr Trueshares Struc

Technology
-2.23K
- 29.73%
$38.59 - $41.4 $86.2K - $92.4K
5.28K $203K
MAS
Masco Corp

Industrials
-182
- 2.59%
$72.52 - $85.73 $13.2K - $15.6K
6.86K $497K
FXG
First Tr Exchange Traded First

ETFs
-767
- 7.7%
$63.7 - $70.06 $48.9K - $53.7K
9.19K $588K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-4.23K
- 15.18%
$18.62 - $19.05 $78.8K - $80.6K
23.6K $442K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
-15.4K
- 31.3%
$2.52 - $3.48 $38.8K - $53.6K
33.8K $89K
AON
Aon PLC

Financial Services
-312
- 16.65%
$344.14 - $393.31 $107K - $123K
1.56K $561K
RACE
Ferrari N.V.

Consumer Cyclical
-124
- 16.89%
$422.83 - $490.34 $52.4K - $60.8K
610 $259K
BAX
Baxter International Inc

Healthcare
-87
- 0.93%
$28.63 - $37.84 $2.49K - $3.29K
9.28K $270K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-1.52K
- 9.94%
$42.8 - $44.98 $64.8K - $68.1K
13.7K $600K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-2.06K
- 1.46%
$23.03 - $23.33 $47.4K - $48K
139K $3.22M
QS
Quantum Scape Corp

Consumer Cyclical
-10.8K
- 21.85%
$4.73 - $6.5 $51.1K - $70.3K
38.7K $200K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-71
- 0.63%
$60.13 - $67.31 $4.27K - $4.78K
11.2K $678K
ROP
Roper Technologies Inc

Industrials
-5
- 0.23%
$519.85 - $575.95 $2.6K - $2.88K
2.16K $1.12M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-511
- 2.77%
$48.17 - $53.38 $24.6K - $27.3K
17.9K $874K
WY
Weyerhaeuser CO

Real Estate
-955
- 10.18%
$27.21 - $33.7 $26K - $32.2K
8.43K $237K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-4K
- 8.54%
$13.12 - $14.37 $52.5K - $57.5K
42.8K $581K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-57
- 0.09%
$44.45 - $45.41 $2.53K - $2.59K
62.1K $2.76M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-7.67K
- 9.12%
$7.83 - $8.16 $60.1K - $62.6K
76.5K $601K
GSL
Global Ship Lease, Inc.

Industrials
-1.04K
- 9.44%
$21.21 - $26.31 $22.1K - $27.4K
10K $218K
DTE
Dte Energy CO

Utilities
-34
- 0.37%
$117.04 - $129.77 $3.98K - $4.41K
9.25K $1.12M
BIIB
Biogen Inc.

Healthcare
-44
- 2.64%
$146.47 - $191.55 $6.44K - $8.43K
1.62K $247K
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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