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
PWV
Invesco Exchange Traded Fd Tr

ETFs
-6.19K
- 46.56%
$56.33 - $61.73 $349K - $382K
7.1K $404K
DTH
Wisdomtree Tr

ETFs
-4.19K
- 7.42%
$37.38 - $41.11 $157K - $172K
52.3K $1.98M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-17.9K
- 63.13%
$17.87 - $19.48 $320K - $349K
10.5K $188K
MDIV
First Trust Multi Asset Divers

ETFs
-21.2K
- 44.55%
$15.95 - $16.94 $338K - $359K
26.4K $425K
PSA
Public Storage

Real Estate
-89
- 1.7%
$289.33 - $360.21 $25.8K - $32.1K
5.13K $1.54M
OKTA
Okta, Inc.

Technology
-4.96K
- 62.39%
$71.81 - $86.11 $356K - $427K
2.99K $235K
FAAR
First Trust Vii Alternative Ab

ETFs
-13K
- 30.87%
$27.44 - $28.42 $356K - $369K
29.1K $814K
SSO
Proshares Ultra S&P 500

ETFs
-4.08K
- 40.13%
$87.92 - $99.73 $359K - $407K
6.09K $562K
DKNG
Draft Kings Inc.

Consumer Cyclical
-7.22K
- 17.0%
$35.32 - $44.84 $255K - $324K
35.2K $1.31M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-5.6K
- 9.89%
$30.93 - $33.94 $173K - $190K
51K $1.58M
HEI
Heico Corp

Industrials
-105
- 0.77%
$237.06 - $279.02 $24.9K - $29.3K
13.5K $3.21M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-9.76K
- 7.39%
$29.77 - $30.19 $291K - $295K
122K $3.65M
SIVR
Abrdn Silver ETF Trust

ETFs
-10.3K
- 39.25%
$27.61 - $33.22 $284K - $342K
15.9K $439K
NSC
Norfolk Southern Corp

Industrials
-903
- 9.75%
$230.6 - $277.0 $208K - $250K
8.36K $1.96M
ITB
Ishares Tr

ETFs
-45
- 0.33%
$103.31 - $129.34 $4.65K - $5.82K
13.5K $1.4M
NUE
Nucor Corp

Basic Materials
-834
- 12.4%
$115.78 - $167.74 $96.6K - $140K
5.89K $687K
DMAR
First Tr Ex Tr Viii Cboe Vest
-9.35K
- 23.18%
$37.14 - $38.49 $347K - $360K
31K $1.18M
CORP
Pimco Investment Grade Corp Bd

ETFs
-3.03K
- 39.03%
$95.1 - $99.41 $288K - $301K
4.74K $450K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-6.14K
- 10.77%
$28.89 - $31.63 $177K - $194K
50.9K $1.48M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-12K
- 11.04%
$17.21 - $18.41 $207K - $222K
96.9K $1.67M
IDU
Ishares Tr U S Utils ETF

ETFs
-2.46K
- 17.7%
$94.65 - $105.73 $233K - $260K
11.4K $1.1M
DNP
Dnp Select Income Fund Inc

Financial Services
-21.4K
- 20.72%
$8.82 - $9.96 $189K - $213K
81.9K $722K
FAST
Fastenal CO

Industrials
-4.47K
- 24.72%
$69.99 - $84.35 $313K - $377K
13.6K $979K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2.98K
- 3.77%
$46.33 - $48.6 $138K - $145K
76K $3.53M
TER
Teradyne, Inc

Technology
-2.18K
- 55.22%
$102.58 - $133.62 $224K - $292K
1.77K $222K
LUV
Southwest Airlines CO

Industrials
-11.7K
- 53.05%
$28.99 - $34.84 $339K - $407K
10.3K $347K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-4.81K
- 26.08%
$85.33 - $104.24 $410K - $501K
13.6K $1.33M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-5.26K
- 16.98%
$43.02 - $47.32 $226K - $249K
25.7K $1.11M
BGT
Blackrock Floating Rate Income Trust

Financial Services
-23.2K
- 61.04%
$12.69 - $13.4 $295K - $311K
14.8K $190K
LEN
Lennar Corp

Consumer Cyclical
-592
- 13.85%
$136.2 - $188.96 $80.6K - $112K
3.68K $501K
IIGD
Invesco Exch Trd Self Indexed

ETFs
-10K
- 9.52%
$24.14 - $24.81 $241K - $248K
95K $2.3M
LHX
L3 Harris Technologies, Inc.

Industrials
-250
- 2.81%
$208.94 - $264.22 $52.2K - $66.1K
8.65K $1.82M
AVEM
American Centy ETF Tr Avantis

ETFs
-3.83K
- 31.01%
$58.59 - $66.14 $225K - $254K
8.53K $501K
NFLX
Netflix Inc

Communication Services
-5.49K
- 21.74%
$687.65 - $936.56 $3.77M - $5.14M
19.7K $17.6M
FSIG
First Tr ETF Iv LTD Duration I
-12.4K
- 6.81%
$18.8 - $19.23 $234K - $239K
170K $3.21M
PAYC
Paycom Software, Inc.

Technology
-2.06K
- 60.33%
$159.94 - $240.25 $330K - $495K
1.36K $277K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-8.31K
- 49.32%
$35.07 - $36.08 $291K - $300K
8.54K $306K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-7.11K
- 24.77%
$36.54 - $37.53 $260K - $267K
21.6K $794K
KHC
Kraft Heinz CO

Consumer Defensive
-1.69K
- 3.19%
$30.1 - $36.02 $50.7K - $60.7K
51.2K $1.57M
LSAF
Two Rds Shared Tr

ETFs
-4.92K
- 5.04%
$40.52 - $44.24 $200K - $218K
92.8K $3.76M
TT
Trane Technologies PLC

Industrials
-1
- 0.01%
$369.35 - $419.14 $369 - $419
14.5K $5.37M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-12.3K
- 46.57%
$21.1 - $23.08 $261K - $285K
14.2K $301K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-3.84K
- 28.89%
$56.08 - $68.53 $216K - $263K
9.46K $532K
GOGL
Golden Ocean Group LTD

Industrials
-10.3K
- 24.47%
$8.62 - $13.16 $88.8K - $136K
31.8K $284K
GGG
Graco Inc

Industrials
-2.85K
- 26.32%
$81.45 - $92.29 $232K - $263K
7.99K $673K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-4.12K
- 5.81%
$40.12 - $43.62 $165K - $179K
66.7K $2.68M
ROKU
Roku, Inc

Communication Services
-3.63K
- 29.89%
$64.08 - $84.12 $232K - $305K
8.51K $632K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-2.96K
- 17.23%
$86.65 - $94.9 $257K - $281K
14.2K $1.24M
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
-6.9K
- 27.77%
$38.16 - $40.7 $263K - $281K
18K $690K
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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