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 8 of 93
46137V274
Shares:187.6K
Value:$13.1M
% of Portfolio:0.2% ($13.1M/$8.3B)
46138G649
Shares:67.3K
Value:$13.0M
% of Portfolio:0.2% ($13.0M/$8.3B)
464288513
Shares:164.2K
Value:$13.0M
% of Portfolio:0.2% ($13.0M/$8.3B)
33738D606
Shares:576.7K
Value:$12.4M
% of Portfolio:0.1% ($12.4M/$8.3B)
464287457
Shares:149.7K
Value:$12.4M
% of Portfolio:0.1% ($12.4M/$8.3B)
14020V108
Shares:359.9K
Value:$12.1M
% of Portfolio:0.1% ($12.1M/$8.3B)
92189F643
Shares:135.5K
Value:$11.9M
% of Portfolio:0.1% ($11.9M/$8.3B)
33739Q705
Shares:233.0K
Value:$11.8M
% of Portfolio:0.1% ($11.8M/$8.3B)
Shares:71.8K
Value:$11.4M
% of Portfolio:0.1% ($11.4M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46137V274)✕ | 187.6K | All Managers (Combined) | $13.1M | 0.2% ($13.1M/$8.3B) | ||
(cusip46138G649)✕ | 67.3K | All Managers (Combined) | $13.0M | 0.2% ($13.0M/$8.3B) | ||
(cusip464288513)✕ | 164.2K | All Managers (Combined) | $13.0M | 0.2% ($13.0M/$8.3B) | ||
| 53.6K | All Managers (Combined) | $12.4M | 0.1% ($12.4M/$8.3B) | |||
(cusip33738D606)✕ | 576.7K | All Managers (Combined) | $12.4M | 0.1% ($12.4M/$8.3B) | ||
(cusip464287457)✕ | 149.7K | All Managers (Combined) | $12.4M | 0.1% ($12.4M/$8.3B) | ||
Salesforce, Inc.(CRMcusip79466L302) | 45.8K | All Managers (Combined) | $12.3M | 0.1% ($12.3M/$8.3B) | ||
| 46.2K | All Managers (Combined) | $12.2M | 0.1% ($12.2M/$8.3B) | |||
| 118.9K | All Managers (Combined) | $12.2M | 0.1% ($12.2M/$8.3B) | |||
| 39.0K | All Managers (Combined) | $12.2M | 0.1% ($12.2M/$8.3B) | |||
(cusip14020V108)✕ | 359.9K | All Managers (Combined) | $12.1M | 0.1% ($12.1M/$8.3B) | ||
(cusip92189F643)✕ | 135.5K | All Managers (Combined) | $11.9M | 0.1% ($11.9M/$8.3B) | ||
| 191.4K | All Managers (Combined) | $11.8M | 0.1% ($11.8M/$8.3B) | |||
(cusip33739Q705)✕ | 233.0K | All Managers (Combined) | $11.8M | 0.1% ($11.8M/$8.3B) | ||
| 129.3K | All Managers (Combined) | $11.7M | 0.1% ($11.7M/$8.3B) | |||
| 159.6K | All Managers (Combined) | $11.6M | 0.1% ($11.6M/$8.3B) | |||
| 37.4K | All Managers (Combined) | $11.5M | 0.1% ($11.5M/$8.3B) | |||
| 71.8K | All Managers (Combined) | $11.4M | 0.1% ($11.4M/$8.3B) | |||
| 32.1K | All Managers (Combined) | $11.3M | 0.1% ($11.3M/$8.3B) | |||
| 94.3K | All Managers (Combined) | $11.3M | 0.1% ($11.3M/$8.3B) |