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 27 of 93
45783Y814
Shares:61.0K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.3B)
00888H679
Shares:96.0K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.3B)
33739H101
Shares:104.8K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.3B)
00888H406
Shares:77.3K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.3B)
381430396
Shares:33.5K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.3B)
46137V142
Shares:41.1K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.3B)
316092303
Shares:51.9K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.3B)
46137V449
Shares:25.4K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$8.3B)
31609A206
Shares:87.6K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip45783Y814)✕ | 61.0K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | ||
| 2.7K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | |||
| 23.6K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | |||
| 22.8K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | |||
(cusip00888H679)✕ | 96.0K | YoY NEW(+96.0K) | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | YoY NEW(+$2.7M) |
(cusip33739H101)✕ | 104.8K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | ||
FEDEX CORP(FDXcusip31428X106) | 10.9K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | ||
(cusip00888H406)✕ | 77.3K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | ||
(cusip381430396)✕ | 33.5K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | ||
| 53.0K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | |||
| 47.4K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | |||
(cusip46137V142)✕ | 41.1K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | ||
(cusip316092303)✕ | 51.9K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | ||
| 17.5K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | |||
| 12.1K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | |||
(cusip46137V449)✕ | 25.4K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | ||
| 15.1K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | |||
| 32.9K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | |||
(cusip31609A206)✕ | 87.6K | QoQ NEW(+87.6K) YoY NEW(+87.6K) | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | QoQ NEW(+$2.6M) YoY NEW(+$2.6M) |
| 79.7K | YoY NEW(+79.7K) | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | YoY NEW(+$2.6M) |