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 38 of 93
46137V746
Shares:15.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)
35473P108
Shares:44.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)
72201R866
Shares:27.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)
Shares:9.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)
09290C806
Shares:44.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)
316092816
Shares:21.7K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)
09661T107
Shares:13.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)
33740F433
Shares:39.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)
00888H687
Shares:48.4K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46137V746)✕ | 15.0K | QoQ +0.33% (-50)YoY +1.90% (+280) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | |
(cusip35473P108)✕ | 44.0K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | ||
(cusip72201R866)✕ | 27.8K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | ||
| 48.6K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | |||
| 6.0K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | |||
| 9.6K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | |||
(cusip09290C806)✕ | 44.8K | QoQ NEW(+44.8K) YoY NEW(+44.8K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |
| 60.5K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | |||
| 33.5K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | |||
(cusip316092816)✕ | 21.7K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | ||
DIAGEO PLC(DEOcusip25243Q205) | 13.3K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | ||
| 41.0K | YoY NEW(+41.0K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | YoY NEW(+$1.4M) | |
Public Storage(PSAcusip74460D109) | 4.7K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | ||
(cusip09661T107)✕ | 13.2K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | ||
(cusip33740F433)✕ | 39.8K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | ||
DORIAN LPG LTD.(LPGcusipY2106R110) | 62.7K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | ||
AppLovin Corp(APPcusip03831W108) | 5.3K | QoQ +7.11% (-350)YoY NEW(+5.3K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | YoY NEW(+$1.4M) |
| 41.1K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | |||
(cusip00888H687)✕ | 48.4K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | ||
| 68.2K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) |