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 33 of 93
78464A672
Shares:67.5K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
46435G250
Shares:40.9K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
Shares:72.8K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
90214Q683
Shares:61.0K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
37960A438
Shares:19.0K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
37954Y673
Shares:50.3K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
46434G863
Shares:53.9K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
33738D879
Shares:79.3K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
46435G102
Shares:22.4K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
46436E759
Shares:27.7K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
46138J635
Shares:80.3K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
Shares:21.6K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
46139W502
Shares:75.0K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
M&T BANK CORP(MTBcusip55261F104) | 10.8K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
(cusip78464A672)✕ | 67.5K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
(cusip46435G250)✕ | 40.9K | QoQ +0.63% (+259)YoY NEW(+40.9K) | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | YoY NEW(+$1.9M) |
Corteva, Inc.(CTVAcusip22052L104) | 30.6K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
| 72.8K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | |||
(cusip90214Q683)✕ | 61.0K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
(cusip37960A438)✕ | 19.0K | YoY NEW(+19.0K) | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | YoY NEW(+$1.9M) |
| 31.8K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | |||
(cusip37954Y673)✕ | 50.3K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
| 109.4K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | |||
(cusip46434G863)✕ | 53.9K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
(cusip33738D879)✕ | 79.3K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
(cusip46435G102)✕ | 22.4K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
| 7.4K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | |||
(cusip46436E759)✕ | 27.7K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
(cusip46138J635)✕ | 80.3K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
| 28.5K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | |||
YUM BRANDS INC(YUMcusip988498101) | 11.8K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
| 21.6K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | |||
(cusip46139W502)✕ | 75.0K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) |