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 79 of 93
46641Q852
Shares:
5378
Value:
$257.6M
78463X202
Shares:
4709
Value:
$256.2M
879512309
Shares:
13600
Value:
$256.1M
92206C649
Shares:
1905(-61.9%)
Value:
$253.5M(-64.9%)
46138E586
Shares:
2033(+17.7%)
Value:
$253.3M(+26.4%)
92189H201
Shares:
5550(+21.6%)
Value:
$252.6M(+20.1%)
25434V633
Shares:
5090
Value:
$252.5M
97717W430
Shares:
11509
Value:
$251.9M
97717X511
Shares:
5789
Value:
$251.4M
33740U687
Shares:
7325(-56.1%)
Value:
$251.2M(-57.0%)
464287770
Shares:
3184(+0.0%)
Value:
$250.1M(+1.0%)
92647N766
Shares:
2960(-13.2%)
Value:
$249.9M(-13.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46641Q852)✕ | 5.4K | QoQ NEW(+5.4K) | All Managers (Combined) | $257.6K | QoQ NEW(+$257.6K) |
15.2K | All Managers (Combined) | $256.7K | |||
(cusip78463X202)✕ | 4.7K | QoQ NEW(+4.7K) YoY NEW(+4.7K) | All Managers (Combined) | $256.2K | QoQ NEW(+$256.2K) YoY NEW(+$256.2K) |
(cusip879512309)✕ | 13.6K | QoQ NEW(+13.6K) YoY NEW(+13.6K) | All Managers (Combined) | $256.1K | QoQ NEW(+$256.1K) YoY NEW(+$256.1K) |
21.4K | All Managers (Combined) | $255.9K | |||
2.2K | All Managers (Combined) | $255.1K | |||
Ventas, Inc.(VTRcusip92276F100) | 3.7K | All Managers (Combined) | $254.9K | ||
687 | All Managers (Combined) | $254.0K | |||
(cusip92206C649)✕ | 1.9K | All Managers (Combined) | $253.5K | ||
(cusip46138E586)✕ | 2.0K | YoY NEW(+2.0K) | All Managers (Combined) | $253.3K | YoY NEW(+$253.3K) |
2.9K | YoY NEW(+2.9K) | All Managers (Combined) | $253.0K | YoY NEW(+$253.0K) | |
(cusip92189H201)✕ | 5.5K | All Managers (Combined) | $252.6K | ||
(cusip25434V633)✕ | 5.1K | QoQ NEW(+5.1K) YoY NEW(+5.1K) | All Managers (Combined) | $252.5K | QoQ NEW(+$252.5K) YoY NEW(+$252.5K) |
(cusip97717W430)✕ | 11.5K | QoQ NEW(+11.5K) YoY -0.94% (-110) | All Managers (Combined) | $251.9K | QoQ NEW(+$251.9K) |
10.5K | All Managers (Combined) | $251.8K | |||
(cusip97717X511)✕ | 5.8K | QoQ NEW(+5.8K) YoY NEW(+5.8K) | All Managers (Combined) | $251.4K | QoQ NEW(+$251.4K) YoY NEW(+$251.4K) |
(cusip33740U687)✕ | 7.3K | YoY NEW(+7.3K) | All Managers (Combined) | $251.2K | YoY NEW(+$251.2K) |
Advansix Inc.(ASIXcusip00773T101) | 11.1K | YoY NEW(+11.1K) | All Managers (Combined) | $250.5K | YoY NEW(+$250.5K) |
(cusip464287770)✕ | 3.2K | QoQ +0.03% (+1) | All Managers (Combined) | $250.1K | |
(cusip92647N766)✕ | 3.0K | All Managers (Combined) | $249.9K |