Atria Wealth Solutions, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
2,461 identified1,662 unidentified

Holdings

4,123 positions
Manager:
SEC
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Page 86 of 93
Cohen & Steers Closed-End Opportunity Fund, Inc.
FOF|19248P106
Shares:
16838(-0.5%)
Value:
$203.2M(-5.4%)
53656F417
53656F417
Shares:
15042(-16.6%)
Value:
$202.9M(-21.7%)
AGILENT TECHNOLOGIES, INC.
A|00846U101
Shares:
1732(+4.7%)
Value:
$202.6M(-8.8%)
45782C714
45782C714
Shares:
8018
Value:
$202.6M
45783Y160
45783Y160
Shares:
7660(-14.0%)
Value:
$202.4M(-13.9%)
US Foods Holding Corp.
USFD|912008109
Shares:
3087(-9.1%)
Value:
$202.1M(-11.8%)
Eaton Vance Enhanced Equity Income Fund II
EOS|278277108
Shares:
9556(+0.1%)
Value:
$201.6M(-11.8%)
DANA Inc
DAN|235825205
Shares:
15085
Value:
$201.1M
464287762
464287762
Shares:
3298(-30.6%)
Value:
$200.8M(-27.5%)
464288737
464288737
Shares:
3135
Value:
$200.8M
92189H409
92189H409
Shares:
3913(-81.2%)
Value:
$200.3M(-81.5%)
Opera Ltd
OPRA|68373M107
Shares:
12500(+3.3%)
Value:
$199.3M(-13.1%)
DYNEX CAPITAL INC
DX|26817Q886
Shares:
15050(+0.3%)
Value:
$198.5M(+4.6%)
Bausch Health Companies Inc.
BHC|071734107
Shares:
30666(+0.0%)
Value:
$198.4M(-19.7%)
46137V548
46137V548
Shares:
10386
Value:
$198.1M
92840R101
92840R101
Shares:
16273(+38.3%)
Value:
$197.4M(+32.8%)
XAI Madison Equity Premium Income Fund
MCN|557437100
Shares:
32069(-86.8%)
Value:
$196.6M(-87.9%)
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA|19249X108
Shares:
10075(-37.9%)
Value:
$195.9M(-37.2%)
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND
NAN|67066X107
Shares:
17049(+0.0%)
Value:
$194.0M(-0.2%)
AEGON LTD.
AEG|0076CA104
Shares:
29437(+0.0%)
Value:
$194.0M(+11.9%)