Atria Wealth Solutions, Inc. Sells in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-2.33K
- 4.24%
$13.32 - $14.3 $31.1K - $33.4K
52.7K $706K
STE
Steris PLC

Healthcare
-112
- 8.62%
$204.34 - $235.7 $22.9K - $26.4K
1.19K $243K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-334
- 2.13%
$101.77 - $113.02 $34K - $37.7K
15.3K $1.62M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.9K
- 4.49%
$37.61 - $38.92 $109K - $113K
61.5K $2.37M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-416
- 10.56%
$86.03 - $94.92 $35.8K - $39.5K
3.52K $304K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
-12.7K
- 42.04%
$4.46 - $5.12 $56.6K - $65K
17.5K $78K
STEW
Boulder Growth & Income Fund

Financial Services
-5.92K
- 4.99%
$15.33 - $16.73 $90.8K - $99K
113K $1.8M
XRX
Xerox Holdings Corp

Technology
-2.02K
- 7.5%
$8.17 - $11.07 $16.5K - $22.4K
24.9K $210K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-4
- 0.04%
$55.42 - $61.69 $222 - $247
9.94K $551K
HEQT
Simplify Exchange Traded Fds H
-2.65K
- 18.81%
$28.73 - $30.22 $76K - $79.9K
11.4K $336K
WHR
Whirlpool Corp

Consumer Cyclical
-975
- 15.9%
$99.28 - $124.45 $96.8K - $121K
5.16K $590K
ACMR
Acm Research, Inc.

Technology
-128
- 1.04%
$14.1 - $23.6 $1.8K - $3.02K
12.2K $183K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-1.19K
- 28.21%
$107.98 - $143.92 $129K - $172K
3.04K $407K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-994
- 4.66%
$20.55 - $23.26 $20.4K - $23.1K
20.4K $428K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
-18.7K
- 39.6%
$3.66 - $4.12 $68.4K - $77K
28.5K $108K
NYF
Ishares New York Muni Bond ETF

ETFs
-754
- 3.61%
$52.85 - $54.34 $39.8K - $41K
20.2K $1.07M
NMFC
New Mountain Finance Corp

Financial Services
-3.6K
- 11.78%
$10.68 - $11.94 $38.4K - $43K
27K $303K
HISF
First Tr Exc Traded Fd Iv High

ETFs
-1.17K
- 16.21%
$43.73 - $45.64 $51.1K - $53.4K
6.04K $264K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-2.48K
- 5.48%
$41.96 - $43.69 $104K - $108K
42.7K $1.85M
CMS
Cms Energy Corp

Utilities
-299
- 2.98%
$65.76 - $71.94 $19.7K - $21.5K
9.74K $648K
MATX
Matson, Inc.

Industrials
-219
- 5.83%
$131.18 - $167.37 $28.7K - $36.7K
3.54K $477K
AIG
American International Group, Inc.

Financial Services
-754
- 10.75%
$70.0 - $79.22 $52.8K - $59.7K
6.26K $455K
VVV
Valvoline Inc

Energy
-19
- 0.19%
$36.18 - $43.41 $687 - $825
9.99K $361K
A
Agilent Technologies, Inc.

Healthcare
-229
- 12.16%
$125.69 - $146.56 $28.8K - $33.6K
1.65K $222K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-1.49K
- 14.64%
$28.56 - $30.02 $42.5K - $44.7K
8.68K $248K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-497
- 8.31%
$56.61 - $61.63 $28.1K - $30.6K
5.48K $310K
ALLE
Allegion PLC

Industrials
-96
- 3.35%
$130.63 - $153.36 $12.5K - $14.7K
2.77K $361K
SQ
Block, Inc.

Technology
-5.24K
- 24.04%
$65.06 - $98.92 $341K - $518K
16.6K $1.41M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
-200
- 0.88%
$14.68 - $17.32 $2.94K - $3.46K
22.4K $331K
FJP
First Trust Japan Alphadex Fun

ETFs
-494
- 4.69%
$50.22 - $54.42 $24.8K - $26.9K
10K $518K
RDFN
Redfin Corp

Real Estate
-470
- 4.49%
$7.87 - $12.55 $3.7K - $5.9K
10K $78K
ILMN
Illumina, Inc.

Healthcare
-466
- 15.93%
$128.99 - $155.15 $60.1K - $72.3K
2.46K $328K
JD
Jd.Com, Inc.

Consumer Cyclical
-5
- 0.05%
$33.35 - $47.1 $167 - $236
9.82K $340K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-89
- 0.81%
$54.29 - $59.49 $4.83K - $5.29K
10.9K $599K
TXT
Textron Inc

Industrials
-20
- 0.47%
$75.82 - $90.32 $1.52K - $1.81K
4.2K $321K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-1.85K
- 14.54%
$17.41 - $19.29 $32.2K - $35.6K
10.9K $189K
IWC
Russell Micro Cap ETF

ETFs
-745
- 11.52%
$120.3 - $138.84 $89.6K - $103K
5.72K $745K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-917
- 11.16%
$72.16 - $78.82 $66.2K - $72.3K
7.3K $549K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
-831
- 4.66%
$16.2 - $18.98 $13.5K - $15.8K
17K $281K
GUT
Gabelli Utility Trust

Financial Services
-5.62K
- 4.34%
$4.99 - $5.44 $28K - $30.6K
124K $622K
IGOV
Ishares 1 3 International Trea

ETFs
-682
- 9.82%
$38.42 - $41.79 $26.2K - $28.5K
6.26K $240K
SITE
Site One Landscape Supply, Inc.

Industrials
-50
- 2.29%
$131.3 - $156.31 $6.57K - $7.82K
2.13K $280K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-492
- 3.66%
$75.44 - $80.53 $37.1K - $39.6K
12.9K $982K
NRZ
New Residential Investment Corp.

Real Estate
-6.64K
- 7.16%
N/A
86K $623K
EXC
Exelon Corp

Utilities
-169
- 1.2%
$36.22 - $40.97 $6.12K - $6.92K
13.9K $523K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-402
- 4.75%
$46.46 - $51.66 $18.7K - $20.8K
8.06K $387K
MGM
Mgm Resorts International

Consumer Cyclical
-273
- 3.53%
$33.44 - $41.99 $9.13K - $11.5K
7.46K $258K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.07K
- 5.07%
$34.25 - $37.94 $36.5K - $40.5K
20K $725K
FDRR
Fidelity Covington Tr Divid Et

ETFs
-715
- 1.18%
$50.93 - $53.77 $36.4K - $38.4K
59.8K $3.07M
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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