Atria Wealth Solutions, Inc. Closed Holding Positions

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q2 2022 Filed on Aug 15, 2022
4,668
$38.15 - $46.44 $178K - $217K
SXC
Sun Coke Energy, Inc.

Basic Materials
Q2 2022 Filed on Aug 15, 2022
24,667
$6.65 - $9.61 $164K - $237K
Surgalign Holdings Inc
Q2 2022 Filed on Aug 15, 2022
1,149,850
N/A
TNK
Teekay Tankers Ltd.

Energy
Q2 2022 Filed on Aug 15, 2022
25,000
$14.27 - $21.66 $357K - $542K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2022 Filed on Aug 15, 2022
4,602
$74.69 - $128.97 $344K - $594K
RY
Royal Bank Of Canada

Financial Services
Q2 2022 Filed on Aug 15, 2022
2,005
$94.97 - $111.22 $190K - $223K
RBLX
Roblox Corp

Communication Services
Q2 2022 Filed on Aug 15, 2022
6,297
$23.19 - $50.02 $146K - $315K
RRC
Range Resources Corp

Energy
Q2 2022 Filed on Aug 15, 2022
8,100
$24.34 - $37.02 $197K - $300K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
22,263
$3.06 - $6.47 $68.1K - $144K
PUBM
Pub Matic, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
7,837
$15.89 - $27.96 $125K - $219K
BPOP
Popular, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
5,623
$74.83 - $83.56 $421K - $470K
PL
Planet Labs Pbc

Industrials
Q2 2022 Filed on Aug 15, 2022
59,650
$3.87 - $6.5 $231K - $388K
TFSL
Tfs Financial Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
15,004
$13.38 - $16.67 $201K - $250K
TMST
Timken Steel Corp

Basic Materials
Q2 2022 Filed on Aug 15, 2022
9,754
$17.4 - $26.18 $170K - $255K
USO
United States Oil Fund, LP

ETFs
Q2 2022 Filed on Aug 15, 2022
3,547
$72.3 - $91.99 $256K - $326K
Zynga Inc
Q2 2022 Filed on Aug 15, 2022
16,211
N/A
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
Q2 2022 Filed on Aug 15, 2022
11,641
$38.41 - $45.16 $447K - $526K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q2 2022 Filed on Aug 15, 2022
10,959
$45.15 - $55.11 $495K - $604K
W
Wayfair Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
1,859
$43.56 - $117.0 $81K - $218K
WNC
Wabash National Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
12,359
$12.5 - $16.48 $154K - $204K
Volt Information Sciences In
Q2 2022 Filed on Aug 15, 2022
13,448
N/A
VIRT
Virtu Financial, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
6,674
$22.78 - $38.09 $152K - $254K
CSA
Victory Portfolios Ii Shs Us S

ETFs
Q2 2022 Filed on Aug 15, 2022
3,248
$54.67 - $64.67 $178K - $210K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q2 2022 Filed on Aug 15, 2022
3,869
$45.61 - $60.86 $176K - $235K
MTN
Vail Resorts Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
1,404
$218.05 - $265.23 $306K - $372K
U
Unity Software Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
2,100
$30.3 - $108.64 $63.6K - $228K
CPNG
Coupang, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
12,174
$9.35 - $18.94 $114K - $231K
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
10,975
$5.35 - $6.94 $58.7K - $76.2K
DOCN
Digital Ocean Holdings, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
3,663
$30.86 - $60.4 $113K - $221K
MOON
Direxion Shs ETF Tr Moonshot I
Q2 2022 Filed on Aug 15, 2022
55,366
N/A
Discovery Inc
Q2 2022 Filed on Aug 15, 2022
33,287
N/A
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Aug 15, 2022
8,070
$23.08 - $25.81 $186K - $208K
Docebo Inc
Q2 2022 Filed on Aug 15, 2022
4,309
N/A
Dominion Energy Inc
Q2 2022 Filed on Aug 15, 2022
4,718
N/A
Draftkings Inc
Q2 2022 Filed on Aug 15, 2022
11,137
N/A
EGLE
Eagle Bulk Shipping Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
3,298
$49.28 - $76.47 $163K - $252K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
Q2 2022 Filed on Aug 15, 2022
18,867
$8.32 - $10.78 $157K - $203K
EVOL
Symbolic Logic, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
25,860
$0.88 - $1.98 $22.8K - $51.2K
EZPW
Ezcorp Inc

Financial Services
Q2 2022 Filed on Aug 15, 2022
35,290
$5.95 - $8.06 $210K - $284K
Falcon Minerals Corp
Q2 2022 Filed on Aug 15, 2022
85,000
N/A
FXD
First Tr Exchange Traded Fd

ETFs
Q2 2022 Filed on Aug 15, 2022
12,771
$43.78 - $55.49 $559K - $709K
FPX
First Trust Us Equity Opportun

ETFs
Q2 2022 Filed on Aug 15, 2022
2,034
$79.92 - $110.92 $163K - $226K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q2 2022 Filed on Aug 15, 2022
9,835
$31.24 - $39.02 $307K - $384K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
Q2 2022 Filed on Aug 15, 2022
11,158
$9.99 - $12.98 $111K - $145K
Gabelli Util Tr
Q2 2022 Filed on Aug 15, 2022
18,606
N/A
Crane CO
Q2 2022 Filed on Aug 15, 2022
4,275
N/A
CNR
Cornerstone Building Brands, Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
38,700
$23.93 - $24.55 $926K - $950K
DWMC
Advisorshares Tr Dorsey Wright

ETFs
Q2 2022 Filed on Aug 15, 2022
6,762
N/A
ALK
Alaska Air Group, Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
4,725
$38.68 - $58.78 $183K - $278K
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