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 25 of 93
46436E528
Shares:134.5K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$8.3B)
00162Q452
Shares:60.1K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$8.3B)
46429B291
Shares:65.4K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$8.3B)
00888H505
Shares:88.2K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$8.3B)
53656F151
Shares:99.1K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$8.3B)
92647N535
Shares:60.3K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$8.3B)
Shares:284.3K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$8.3B)
37954Y475
Shares:76.0K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$8.3B)
316092501
Shares:43.0K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46436E528)✕ | 134.5K | YoY NEW(+134.5K) | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | YoY NEW(+$3.1M) |
(cusip00162Q452)✕ | 60.1K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | ||
| 40.3K | YoY NEW(+40.3K) | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | YoY NEW(+$3.1M) | |
| 151.6K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | |||
| 8.9K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | |||
(cusip46429B291)✕ | 65.4K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | ||
| 58.1K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | |||
(cusip00888H505)✕ | 88.2K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | ||
| 4.5K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | |||
| 16.7K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | |||
| 7.0K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | |||
(cusip53656F151)✕ | 99.1K | YoY NEW(+99.1K) | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | YoY NEW(+$3.1M) |
| 12.0K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | |||
(cusip92647N535)✕ | 60.3K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | ||
| 284.3K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | |||
(cusip37954Y475)✕ | 76.0K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | ||
(cusip316092501)✕ | 43.0K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | ||
COPART INC(CPRTcusip217204106) | 52.7K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | ||
| 79.5K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | |||
| 48.3K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) |