Atria Wealth Solutions, Inc.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 4,123
- Total Value
- 8296260138
- Accession Number
- 0001420506-25-000956
- Form Type
- 13F-HR
- CIK
- 0001927543
- Manager Name
- Atria Wealth Solutions, Inc.
Data Enrichment
60% identified2,461 identified1,662 unidentified
Holdings
4,123 positions
Manager:
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Page 14 of 93
46641Q670
Shares:
141746(+12.1%)
Value:
$6.7B(+14.3%)
09290C509
Shares:
108901(-5.3%)
Value:
$6.6B(-10.4%)
14020U100
Shares:
238165(+912.7%)
Value:
$6.5B(+938.5%)
92204A108
Shares:
19906(-46.4%)
Value:
$6.5B(-53.5%)
464287879
Shares:
65290(-5.7%)
Value:
$6.4B(-15.3%)
46090A879
Shares:
252205(-1.9%)
Value:
$6.3B(-2.1%)
69344A107
Shares:
126486(+0.4%)
Value:
$6.3B(+0.7%)
46138J791
Shares:
321854(+21.0%)
Value:
$6.3B(+21.3%)
00039J830
Shares:
174989(+2.2%)
Value:
$6.2B(+1.6%)
81369Y704
Shares:
47107(+36.4%)
Value:
$6.2B(+35.7%)
74348A467
Shares:
60066(-10.6%)
Value:
$6.2B(-8.0%)
464288281
Shares:
67714(-21.0%)
Value:
$6.1B(-19.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
195.4K | All Managers (Combined) | $6.7M | |||
(cusip46641Q670)✕ | 141.7K | All Managers (Combined) | $6.7M | ||
(cusip09290C509)✕ | 108.9K | All Managers (Combined) | $6.6M | ||
132.9K | All Managers (Combined) | $6.6M | |||
W. P. Carey Inc.(WPCcusip92936U109) | 104.2K | All Managers (Combined) | $6.6M | ||
(cusip14020U100)✕ | 238.2K | YoY NEW(+238.2K) | All Managers (Combined) | $6.5M | YoY NEW(+$6.5M) |
(cusip92204A108)✕ | 19.9K | All Managers (Combined) | $6.5M | ||
Oneok Inc /New/(OKEcusip682680103) | 65.2K | All Managers (Combined) | $6.5M | ||
50.4K | All Managers (Combined) | $6.4M | |||
89.0K | All Managers (Combined) | $6.4M | |||
(cusip464287879)✕ | 65.3K | All Managers (Combined) | $6.4M | ||
(cusip46090A879)✕ | 252.2K | All Managers (Combined) | $6.3M | ||
(cusip69344A107)✕ | 126.5K | All Managers (Combined) | $6.3M | ||
338.3K | All Managers (Combined) | $6.3M | |||
(cusip46138J791)✕ | 321.9K | All Managers (Combined) | $6.3M | ||
(cusip00039J830)✕ | 175.0K | YoY NEW(+175.0K) | All Managers (Combined) | $6.2M | YoY NEW(+$6.2M) |
(cusip81369Y704)✕ | 47.1K | All Managers (Combined) | $6.2M | ||
35.8K | All Managers (Combined) | $6.2M | |||
(cusip74348A467)✕ | 60.1K | All Managers (Combined) | $6.2M | ||
(cusip464288281)✕ | 67.7K | All Managers (Combined) | $6.1M |