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
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-10.6K
- 2.55%
$43.84 - $48.76 $465K - $517K
405K $17.8M
BLDR
Builders First Source, Inc.

Industrials
-6.62K
- 66.55%
$142.93 - $198.25 $947K - $1.31M
3.33K $475K
IRM
Iron Mountain Inc

Real Estate
-7.31K
- 14.98%
$101.62 - $128.14 $743K - $937K
41.5K $4.36M
ASML
Asml Holding Nv

Technology
-700
- 10.43%
$658.43 - $872.27 $461K - $611K
6.01K $4.17M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-21K
- 73.65%
$66.67 - $74.08 $1.4M - $1.56M
7.53K $512K
GOOG
Alphabet Inc.

Communication Services
-43.2K
- 14.74%
$163.08 - $198.16 $7.04M - $8.56M
250K $47.6M
COP
Conocophillips

Energy
-9.69K
- 13.36%
$95.12 - $114.72 $921K - $1.11M
62.8K $6.23M
DOW
Dow Inc.

Basic Materials
-8.61K
- 12.25%
$39.1 - $55.34 $337K - $477K
61.7K $2.48M
IGE
Ishares Tr North Amern Nat Res

ETFs
-29K
- 47.42%
$41.52 - $48.01 $1.2M - $1.39M
32.1K $1.37M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-65.7K
- 19.81%
$19.38 - $19.58 $1.27M - $1.29M
266K $5.17M
XLB
Select Sector Spdr Fd Material

ETFs
-12.1K
- 64.36%
$83.8 - $97.58 $1.01M - $1.18M
6.68K $561K
CGXU
Capital Group Intl Focus Equit

ETFs
-26K
- 10.07%
$24.67 - $26.94 $640K - $699K
232K $5.72M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-14.1K
- 8.37%
N/A
155K $13.3M
FTC
First Tr Lge Cap Growth

ETFs
-9.46K
- 63.21%
$130.13 - $149.09 $1.23M - $1.41M
5.5K $757K
PG
Procter & Gamble CO

Consumer Defensive
-2.16K
- 1.43%
$161.05 - $179.7 $348K - $388K
149K $25M
RTX
Raytheon Technologies Corp

Industrials
-5.46K
- 5.44%
$114.45 - $127.21 $625K - $695K
94.9K $11M
GE
General Electric CO

Industrials
-1.01K
- 2.3%
$159.95 - $194.23 $161K - $196K
42.9K $7.16M
AMT
American Tower Corp

Real Estate
-1.56K
- 9.24%
$179.4 - $232.01 $280K - $362K
15.3K $2.81M
VGLT
Vanguard Long Term Treasury Et

ETFs
-17.6K
- 77.77%
$55.1 - $61.74 $968K - $1.09M
5.02K $278K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-10.9K
- 12.14%
$170.03 - $192.78 $1.86M - $2.11M
79.1K $14.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
-3.2K
- 15.81%
$285.5 - $335.62 $915K - $1.08M
17.1K $4.95M
IDXX
Idexx Laboratories Inc

Healthcare
-1.23K
- 19.94%
$406.92 - $495.42 $500K - $609K
4.93K $2.04M
EVGO
E Vgo Inc.

Consumer Cyclical
-257K
- 79.29%
$3.84 - $8.92 $986K - $2.29M
67.1K $271K
IT
Gartner Inc

Technology
-2.04K
- 64.47%
$481.22 - $551.8 $981K - $1.12M
1.12K $544K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-8.09K
- 11.35%
$64.85 - $73.04 $525K - $591K
63.2K $4.13M
ACN
Accenture PLC

Technology
-2.86K
- 13.22%
$343.9 - $376.86 $984K - $1.08M
18.8K $6.6M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-16.9K
- 28.27%
$57.38 - $61.11 $969K - $1.03M
42.8K $2.5M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-21.9K
- 11.61%
$40.97 - $42.66 $897K - $934K
167K $6.9M
ELV
Elevance Health, Inc.

Healthcare
-496
- 8.97%
$365.96 - $514.62 $182K - $255K
5.03K $1.86M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.34K
- 4.15%
$38.37 - $42.82 $358K - $400K
215K $8.27M
INDA
Ishares Msci India Index Fund

ETFs
-16K
- 63.47%
$52.64 - $58.16 $842K - $931K
9.21K $484K
CLOI
Vaneck ETF Tr

ETFs
-18.4K
- 62.92%
$52.7 - $53.15 $970K - $978K
10.8K $572K
USFR
Wisdomtree Floating Rate Treas

ETFs
-19.7K
- 9.31%
$50.23 - $50.46 $990K - $995K
192K $9.67M
ICF
Ishares Tr

ETFs
-8.4K
- 10.32%
$58.8 - $66.61 $494K - $559K
73K $4.4M
VGSH
Vanguard

ETFs
-13.6K
- 6.96%
$58.02 - $58.88 $792K - $804K
183K $10.6M
IOO
Ishares Tr Global 100 ETF

ETFs
-9.94K
- 32.13%
$97.46 - $103.45 $969K - $1.03M
21K $2.12M
EUSB
Ishares Tr Esg Advanced Total

Technology
-19.8K
- 32.57%
$42.39 - $44.29 $839K - $876K
41K $1.74M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-34.4K
- 10.69%
$22.39 - $23.45 $771K - $807K
288K $6.61M
TMDX
Trans Medics Group, Inc.

Healthcare
-1.9K
- 21.92%
$59.28 - $144.9 $113K - $275K
6.77K $422K
LOW
Lowes Companies Inc

Consumer Cyclical
-569
- 1.74%
$244.52 - $284.07 $139K - $162K
32.2K $7.95M
VONE
Vanguard Russell 1000 ETF

ETFs
-5.64K
- 6.41%
$257.18 - $277.76 $1.45M - $1.57M
82.3K $22M
MCHP
Microchip Technology Inc

Technology
-10.2K
- 70.77%
$55.51 - $79.05 $567K - $807K
4.22K $241K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-649
- 37.78%
$1124.26 - $1344.96 $730K - $873K
1.07K $1.35M
NKE
Nike, Inc.

Consumer Cyclical
-4.92K
- 11.57%
$73.36 - $89.13 $361K - $439K
37.6K $2.85M
JXN
Jackson Financial Inc.

Financial Services
-9.15K
- 35.54%
$84.91 - $113.74 $777K - $1.04M
16.6K $1.45M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-28.6K
- 27.88%
$28.6 - $29.27 $819K - $838K
74K $2.12M
VRSK
Verisk Analytics, Inc.

Industrials
-3.42K
- 51.41%
$262.86 - $294.75 $899K - $1.01M
3.23K $890K
KLAC
Kla Corp

Technology
-138
- 2.5%
$614.46 - $829.55 $84.8K - $114K
5.38K $3.39M
TGT
Target Corp

Consumer Defensive
-1.29K
- 3.83%
$121.59 - $160.69 $156K - $206K
32.2K $4.36M
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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