Atria-Wealth-Solutions
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, null, null, null, "JWN", null, null, null, "HYT", null, null, null, "PTLO", "ENVX", "ALAB", "SE", "INSM", "HIO", "JOBY", "ARES", "FPI", "HOOD", "MPWR", "FN", "NVR", "GLOB", null, "TRU", "RDNT", "DJP", null, "GDX", null, null, null, "OSK", null, null, "NTR", "TROW", "NLY", "XP", "FTAI", "AES", "AQN", "RBC", "INOD", "HUM", "MSGS", null, "AVAV", "FTI", "RBA.TO", "SMCI", "ARI", "ARM", "GATX", "FWONK", "SNOW", "MU", null, "JXN", null, "FNDF", "FNDA", "MPLX", "ACN", "ZS", null, null, null, "MMM", "ABNB", "ABT", "ABBV", "ADBE", "OBDC", "FLG", "A", "APD", "BABA", "PAA", "RVT", "MAIN", null, null, null, "JLL", null, null, "VONG", null, null, "ALL", null, "GOOGL", "NHI", "VDE", "ASIX", null, null, "CET", "AXP", "QQQX", null, "GDXJ", "NMZ", "SENS", "AEG", null, null, "SCHH", null, "AFRM", "AIG", null, "TEAM", "ASML", "BGY", "T", null, "BLK", null, null, null, null, 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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
- Manager Name
- Atria-Wealth-Solutions
Data Enrichment
60% identified2,461 identified1,662 unidentified
Holdings
4,123 positions • $8.3B total value
Manager:
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Page 19 of 93
14021D107
Shares:147.6K
Value:$4.6M
% of Portfolio:0.1% ($4.6M/$8.3B)
46435G193
Shares:197.9K
Value:$4.6M
% of Portfolio:0.1% ($4.6M/$8.3B)
33734X846
Shares:72.3K
Value:$4.6M
% of Portfolio:0.1% ($4.6M/$8.3B)
37954Y632
Shares:124.8K
Value:$4.5M
% of Portfolio:0.1% ($4.5M/$8.3B)
97717W547
Shares:54.3K
Value:$4.5M
% of Portfolio:0.1% ($4.5M/$8.3B)
33740U703
Shares:178.4K
Value:$4.5M
% of Portfolio:0.1% ($4.5M/$8.3B)
33740U802
Shares:118.4K
Value:$4.4M
% of Portfolio:0.1% ($4.4M/$8.3B)
00791R830
Shares:176.4K
Value:$4.4M
% of Portfolio:0.1% ($4.4M/$8.3B)
78464A649
Shares:172.0K
Value:$4.4M
% of Portfolio:0.1% ($4.4M/$8.3B)
46436E858
Shares:191.5K
Value:$4.4M
% of Portfolio:0.1% ($4.4M/$8.3B)
46431W648
Shares:58.3K
Value:$4.4M
% of Portfolio:0.1% ($4.4M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip14021D107)✕ | 147.6K | YoY NEW(+147.6K) | All Managers (Combined) | $4.6M | 0.1% ($4.6M/$8.3B) | YoY NEW(+$4.6M) |
| 238.4K | All Managers (Combined) | $4.6M | 0.1% ($4.6M/$8.3B) | |||
(cusip46435G193)✕ | 197.9K | All Managers (Combined) | $4.6M | 0.1% ($4.6M/$8.3B) | ||
(cusip33734X846)✕ | 72.3K | All Managers (Combined) | $4.6M | 0.1% ($4.6M/$8.3B) | ||
(cusip37954Y632)✕ | 124.8K | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$8.3B) | ||
SHOPIFY INC.(SHOPcusip82509L107) | 47.4K | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$8.3B) | ||
UNILEVER PLC(ULcusip904767704) | 75.6K | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$8.3B) | ||
| 31.3K | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$8.3B) | |||
| 27.8K | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$8.3B) | |||
(cusip97717W547)✕ | 54.3K | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$8.3B) | ||
(cusip33740U703)✕ | 178.4K | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$8.3B) | ||
| 19.3K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$8.3B) | |||
| 154.9K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$8.3B) | |||
(cusip33740U802)✕ | 118.4K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$8.3B) | ||
| 13.1K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$8.3B) | |||
(cusip00791R830)✕ | 176.4K | YoY NEW(+176.4K) | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$8.3B) | YoY NEW(+$4.4M) |
| 40.0K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$8.3B) | |||
(cusip78464A649)✕ | 172.0K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$8.3B) | ||
(cusip46436E858)✕ | 191.5K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$8.3B) | ||
(cusip46431W648)✕ | 58.3K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$8.3B) |