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Image about Atria Wealth Solutions Inc. Has $807,000 Stock Position in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO)

Atria Wealth Solutions Inc. Has $807,000 Stock Position in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO)

Atria Wealth Solutions Inc. raised its position in shares of Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO – Free Report) by 8.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 8,591... More of this article »
Image about Atria Wealth Solutions Inc. Purchases 1,895 Shares of Franklin U.S. Large Cap Multifactor Index ETF (BATS:FLQL)

Atria Wealth Solutions Inc. Purchases 1,895 Shares of Franklin U.S. Large Cap Multifactor Index ETF (BATS:FLQL)

Atria Wealth Solutions Inc. increased its position in shares of Franklin U.S. Large Cap Multifactor Index ETF (BATS:FLQL – Free Report) by 12.6% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
Image about Atria Wealth Solutions Inc. Purchases 1,205 Shares of Sanofi (NASDAQ:SNY)

Atria Wealth Solutions Inc. Purchases 1,205 Shares of Sanofi (NASDAQ:SNY)

Atria Wealth Solutions Inc. lifted its position in shares of Sanofi (NASDAQ:SNY – Free Report) by 7.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image about ASA Gold and Precious Metals Limited (NYSE:ASA) Shares Sold by Atria Wealth Solutions Inc.

ASA Gold and Precious Metals Limited (NYSE:ASA) Shares Sold by Atria Wealth Solutions Inc.

Atria Wealth Solutions Inc. lowered its holdings in ASA Gold and Precious Metals Limited (NYSE:ASA – Free Report) by 2.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image about Atria Wealth Solutions Inc. Raises Holdings in Essential Utilities, Inc. (NYSE:WTRG)

Atria Wealth Solutions Inc. Raises Holdings in Essential Utilities, Inc. (NYSE:WTRG)

Atria Wealth Solutions Inc. increased its position in Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 162.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 22,043 shares... More of this article »
Image about JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE) Shares Sold by Atria Wealth Solutions Inc.

JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE) Shares Sold by Atria Wealth Solutions Inc.

Atria Wealth Solutions Inc. decreased its position in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE – Free Report) by 7.0% during the 4th quarter, according to its most recent filing with the... More of this article »
Image about Atria Wealth Solutions Inc. Reduces Holdings in The Gabelli Healthcare & Wellness Trust (NYSE:GRX)

Atria Wealth Solutions Inc. Reduces Holdings in The Gabelli Healthcare & Wellness Trust (NYSE:GRX)

Atria Wealth Solutions Inc. trimmed its stake in shares of The Gabelli Healthcare & Wellness Trust (NYSE:GRX – Free Report) by 7.2% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Image about ARK Fintech Innovation ETF (NYSEARCA:ARKF) Shares Acquired by Atria Wealth Solutions Inc.

ARK Fintech Innovation ETF (NYSEARCA:ARKF) Shares Acquired by Atria Wealth Solutions Inc.

Atria Wealth Solutions Inc. lifted its stake in ARK Fintech Innovation ETF (NYSEARCA:ARKF – Free Report) by 5.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image about Atria Wealth Solutions Inc. Makes New $867,000 Investment in Vertiv Holdings Co (NYSE:VRT)

Atria Wealth Solutions Inc. Makes New $867,000 Investment in Vertiv Holdings Co (NYSE:VRT)

Atria Wealth Solutions Inc. acquired a new stake in Vertiv Holdings Co (NYSE:VRT – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Image about Dassault Systèmes SE (OTCMKTS:DASTY) Shares Acquired by Yousif Capital Management LLC

Dassault Systèmes SE (OTCMKTS:DASTY) Shares Acquired by Yousif Capital Management LLC

Yousif Capital Management LLC increased its position in shares of Dassault Systèmes SE (OTCMKTS:DASTY – Free Report) by 6.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image about Atria Wealth Solutions Inc. Sells 545 Shares of YETI Holdings, Inc. (NYSE:YETI)

Atria Wealth Solutions Inc. Sells 545 Shares of YETI Holdings, Inc. (NYSE:YETI)

Atria Wealth Solutions Inc. decreased its holdings in shares of YETI Holdings, Inc. (NYSE:YETI – Free Report) by 3.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image about Atria Wealth Solutions Inc. Boosts Stock Position in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR)

Atria Wealth Solutions Inc. Boosts Stock Position in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR)

Atria Wealth Solutions Inc. lifted its position in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 28.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image about Atria Wealth Solutions Inc. Lowers Stock Holdings in The J. M. Smucker Company (NYSE:SJM)

Atria Wealth Solutions Inc. Lowers Stock Holdings in The J. M. Smucker Company (NYSE:SJM)

Atria Wealth Solutions Inc. trimmed its position in shares of The J. M. Smucker Company (NYSE:SJM – Free Report) by 1.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image about Atria Wealth Solutions Inc. Has $865,000 Stock Holdings in Invesco S&P Global Water Index ETF (NYSEARCA:CGW)

Atria Wealth Solutions Inc. Has $865,000 Stock Holdings in Invesco S&P Global Water Index ETF (NYSEARCA:CGW)

Atria Wealth Solutions Inc. increased its position in Invesco S&P Global Water Index ETF (NYSEARCA:CGW – Free Report) by 46.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image about Atria Wealth Solutions Inc. Acquires 2,313 Shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF (NASDAQ:BSJO)

Atria Wealth Solutions Inc. Acquires 2,313 Shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF (NASDAQ:BSJO)

Atria Wealth Solutions Inc. increased its holdings in shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF (NASDAQ:BSJO – Free Report) by 6.3% in the fourth quarter, according to the company in its most recent filing... More of this article »