Atria Wealth Solutions, Inc.
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
- CIK
- 0001927543
- Manager Name
- Atria Wealth Solutions, Inc.
Data Enrichment
60% identified2,461 identified1,662 unidentified
Holdings
4,123 positions
Manager:
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Page 61 of 93
78464A367
Shares:
21663(-80.9%)
Value:
$488.9M(-80.6%)
Shares:
121700(+14.1%)
Value:
$488.4M(+16.5%)
33738R860
Shares:
16012(-7.6%)
Value:
$486.8M(-11.7%)
Shares:
34137(-11.8%)
Value:
$482.4M(-13.2%)
78468R754
Shares:
3786(+1.0%)
Value:
$480.0M(+2.1%)
02072L441
Shares:
23500(+56.7%)
Value:
$479.3M(+57.5%)
46137V258
Shares:
5179(-12.9%)
Value:
$478.3M(-10.9%)
74347R206
Shares:
5313(-48.8%)
Value:
$472.4M(-58.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.6K | QoQ -1.42% (-66) | All Managers (Combined) | $491.2K | ||
(cusip78464A367)✕ | 21.7K | All Managers (Combined) | $488.9K | ||
121.7K | All Managers (Combined) | $488.4K | |||
(cusip33738R860)✕ | 16.0K | YoY NEW(+16.0K) | All Managers (Combined) | $486.8K | YoY NEW(+$486.8K) |
21.3K | All Managers (Combined) | $484.5K | |||
29.9K | All Managers (Combined) | $484.0K | |||
6.7K | All Managers (Combined) | $482.9K | |||
34.1K | All Managers (Combined) | $482.4K | |||
5.4K | QoQ NEW(+5.4K) YoY NEW(+5.4K) | All Managers (Combined) | $482.2K | QoQ NEW(+$482.2K) YoY NEW(+$482.2K) | |
(cusip78468R754)✕ | 3.8K | QoQ +1.01% (+38)YoY -0.57% (-22) | All Managers (Combined) | $480.0K | |
(cusip02072L441)✕ | 23.5K | YoY NEW(+23.5K) | All Managers (Combined) | $479.3K | YoY NEW(+$479.3K) |
2.2K | All Managers (Combined) | $479.0K | |||
31.0K | All Managers (Combined) | $478.8K | |||
(cusip46137V258)✕ | 5.2K | All Managers (Combined) | $478.3K | ||
3.6K | QoQ -0.33% (-12)YoY NEW(+3.6K) | All Managers (Combined) | $478.0K | YoY NEW(+$478.0K) | |
86.4K | All Managers (Combined) | $476.1K | |||
3.6K | YoY NEW(+3.6K) | All Managers (Combined) | $474.7K | YoY NEW(+$474.7K) | |
6.7K | All Managers (Combined) | $473.3K | |||
(cusip74347R206)✕ | 5.3K | All Managers (Combined) | $472.4K | ||
Gartner Inc(ITcusip366651107) | 1.1K | QoQ 0.00% (-0) | All Managers (Combined) | $471.4K |