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 21 of 93
33739E108
Shares:
227269(+21.7%)
Value:
$4.0B(+21.0%)
33738D408
Shares:
93803(+125.2%)
Value:
$3.8B(+123.6%)
381430230
Shares:
76025(+138.4%)
Value:
$3.8B(+138.8%)
33740F888
Shares:
154710(+7.2%)
Value:
$3.8B(+7.6%)
464288505
Shares:
69615(+6.3%)
Value:
$3.8B(-1.8%)
33738R308
Shares:
171881(-0.7%)
Value:
$3.8B(-6.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
113.9K | All Managers (Combined) | $4.1M | |||
14.0K | All Managers (Combined) | $4.0M | |||
257.7K | All Managers (Combined) | $4.0M | |||
(cusip33739E108)✕ | 227.3K | All Managers (Combined) | $4.0M | ||
2.0K | QoQ -4.78% (-103)YoY -5.88% (-128) | All Managers (Combined) | $4.0M | ||
Hershey Co(HSYcusip427866108) | 23.3K | All Managers (Combined) | $4.0M | ||
233.1K | All Managers (Combined) | $3.9M | |||
14.8K | All Managers (Combined) | $3.9M | |||
14.5K | All Managers (Combined) | $3.9M | |||
(cusip33738D408)✕ | 93.8K | All Managers (Combined) | $3.8M | ||
(cusip381430230)✕ | 76.0K | All Managers (Combined) | $3.8M | ||
173.9K | All Managers (Combined) | $3.8M | |||
(cusip33740F888)✕ | 154.7K | All Managers (Combined) | $3.8M | ||
76.2K | All Managers (Combined) | $3.8M | |||
12.9K | All Managers (Combined) | $3.8M | |||
Eaton Corp Plc(ETNcusipG29183103) | 13.9K | All Managers (Combined) | $3.8M | ||
(cusip464288505)✕ | 69.6K | All Managers (Combined) | $3.8M | ||
175.9K | All Managers (Combined) | $3.8M | |||
(cusip33738R308)✕ | 171.9K | All Managers (Combined) | $3.8M | ||
Heico Corp(HEIcusip422806109) | 14.1K | QoQ +3.97% (+537)YoY -0.49% (-70) | All Managers (Combined) | $3.8M |