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 30 of 93
33737M102
Shares:30.2K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$8.3B)
00888H752
Shares:73.7K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$8.3B)
33733E302
Shares:10.1K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$8.3B)
45782C797
Shares:56.8K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
808524409
Shares:83.0K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
381430479
Shares:48.2K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
45782C680
Shares:58.0K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
90214Q675
Shares:96.9K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
032108664
Shares:30.4K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
78433H303
Shares:45.6K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.6K | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$8.3B) | |||
| 17.1K | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$8.3B) | |||
(cusip33737M102)✕ | 30.2K | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$8.3B) | ||
| 262.8K | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$8.3B) | |||
(cusip00888H752)✕ | 73.7K | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$8.3B) | ||
| 39.4K | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$8.3B) | |||
(cusip33733E302)✕ | 10.1K | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$8.3B) | ||
| 36.4K | QoQ NEW(+36.4K) | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$8.3B) | QoQ NEW(+$2.2M) | |
| 5.1K | QoQ +2.20% (+111)YoY +0.17% (-9) | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$8.3B) | ||
| 57.0K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$8.3B) | |||
| 22.1K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$8.3B) | |||
| 63.5K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$8.3B) | |||
Sony Group Corp(SONYcusip835699307) | 87.3K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$8.3B) | ||
(cusip45782C797)✕ | 56.8K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$8.3B) | ||
(cusip808524409)✕ | 83.0K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$8.3B) | ||
(cusip381430479)✕ | 48.2K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$8.3B) | ||
(cusip45782C680)✕ | 58.0K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$8.3B) | ||
(cusip90214Q675)✕ | 96.9K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$8.3B) | ||
(cusip032108664)✕ | 30.4K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$8.3B) | ||
(cusip78433H303)✕ | 45.6K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$8.3B) |