Atria Wealth Solutions, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
2,461 identified1,662 unidentified

Holdings

4,123 positions
Manager:
SEC
Search and click to pin securities to the top
Page 14 of 93
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
195356(-9.8%)
Value:
$6.7B(-1.8%)
46641Q670
46641Q670
Shares:
141746(+12.1%)
Value:
$6.7B(+14.3%)
09290C509
09290C509
Shares:
108901(-5.3%)
Value:
$6.6B(-10.4%)
922907746
VTEB|922907746
Shares:
132878(-51.4%)
Value:
$6.6B(-51.9%)
W. P. Carey Inc.
WPC|92936U109
Shares:
104160(+2.0%)
Value:
$6.6B(+18.2%)
14020U100
14020U100
Shares:
238165(+912.7%)
Value:
$6.5B(+938.5%)
92204A108
92204A108
Shares:
19906(-46.4%)
Value:
$6.5B(-53.5%)
ONEOK INC /NEW/
OKE|682680103
Shares:
65229(-27.9%)
Value:
$6.5B(-28.8%)
464287671
IUSG|464287671
Shares:
50360(+9.3%)
Value:
$6.4B(-0.3%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
88955(-8.1%)
Value:
$6.4B(-6.1%)
464287879
464287879
Shares:
65290(-5.7%)
Value:
$6.4B(-15.3%)
46090A879
46090A879
Shares:
252205(-1.9%)
Value:
$6.3B(-2.1%)
69344A107
69344A107
Shares:
126486(+0.4%)
Value:
$6.3B(+0.7%)
Energy Transfer LP
ET|29273V100
Shares:
338260(-50.3%)
Value:
$6.3B(-52.8%)
46138J791
46138J791
Shares:
321854(+21.0%)
Value:
$6.3B(+21.3%)
00039J830
00039J830
Shares:
174989(+2.2%)
Value:
$6.2B(+1.6%)
81369Y704
81369Y704
Shares:
47107(+36.4%)
Value:
$6.2B(+35.7%)
922908652
VXF|922908652
Shares:
35768(-16.9%)
Value:
$6.2B(-24.6%)
74348A467
74348A467
Shares:
60066(-10.6%)
Value:
$6.2B(-8.0%)
464288281
464288281
Shares:
67714(-21.0%)
Value:
$6.1B(-19.8%)