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 20 of 93
92206C714
Shares:52.6K
Value:$4.3M
% of Portfolio:0.1% ($4.3M/$8.3B)
464289420
Shares:52.5K
Value:$4.3M
% of Portfolio:0.1% ($4.3M/$8.3B)
464289479
Shares:84.7K
Value:$4.2M
% of Portfolio:0.1% ($4.2M/$8.3B)
381430529
Shares:41.5K
Value:$4.2M
% of Portfolio:0.1% ($4.2M/$8.3B)
464288208
Shares:55.7K
Value:$4.1M
% of Portfolio:0.0% ($4.1M/$8.3B)
92189F437
Shares:142.7K
Value:$4.1M
% of Portfolio:0.0% ($4.1M/$8.3B)
78464A631
Shares:25.5K
Value:$4.1M
% of Portfolio:0.0% ($4.1M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 51.9K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$8.3B) | |||
(cusip92206C714)✕ | 52.6K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$8.3B) | ||
(cusip464289420)✕ | 52.5K | QoQ NEW(+52.5K) YoY NEW(+52.5K) | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$8.3B) | QoQ NEW(+$4.3M) YoY NEW(+$4.3M) |
| 39.8K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$8.3B) | |||
MCKESSON CORP(MCKcusip58155Q103) | 6.4K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$8.3B) | ||
| 444.3K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$8.3B) | |||
| 14.2K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$8.3B) | |||
| 29.2K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$8.3B) | |||
| 20.8K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$8.3B) | |||
| 38.6K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$8.3B) | |||
(cusip464289479)✕ | 84.7K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$8.3B) | ||
| 9.7K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$8.3B) | |||
| 54.0K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$8.3B) | |||
| 122.1K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$8.3B) | |||
(cusip381430529)✕ | 41.5K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$8.3B) | ||
| 37.4K | All Managers (Combined) | $4.1M | 0.0% ($4.1M/$8.3B) | |||
ECOLAB INC.(ECLcusip278865100) | 16.3K | All Managers (Combined) | $4.1M | 0.0% ($4.1M/$8.3B) | ||
(cusip464288208)✕ | 55.7K | QoQ -0.37% (-208)YoY -1.26% (-712) | All Managers (Combined) | $4.1M | 0.0% ($4.1M/$8.3B) | |
(cusip92189F437)✕ | 142.7K | All Managers (Combined) | $4.1M | 0.0% ($4.1M/$8.3B) | ||
(cusip78464A631)✕ | 25.5K | All Managers (Combined) | $4.1M | 0.0% ($4.1M/$8.3B) |