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:
Search and click to pin securities to the top
Page 87 of 93
Shares:15.3K
Value:$188.3K
% of Portfolio:0.0% ($188.3K/$8.3B)
Shares:16.7K
Value:$187.3K
% of Portfolio:0.0% ($187.3K/$8.3B)
Shares:15.0K
Value:$186.6K
% of Portfolio:0.0% ($186.6K/$8.3B)
Shares:241.8K
Value:$186.2K
% of Portfolio:0.0% ($186.2K/$8.3B)
Shares:14.5K
Value:$183.7K
% of Portfolio:0.0% ($183.7K/$8.3B)
Shares:22.2K
Value:$183.4K
% of Portfolio:0.0% ($183.4K/$8.3B)
Shares:25.5K
Value:$181.5K
% of Portfolio:0.0% ($181.5K/$8.3B)
Shares:11.7K
Value:$179.4K
% of Portfolio:0.0% ($179.4K/$8.3B)
Shares:15.3K
Value:$167.7K
% of Portfolio:0.0% ($167.7K/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 50.0K | YoY NEW(+50.0K) | All Managers (Combined) | $193.5K | 0.0% ($193.5K/$8.3B) | YoY NEW(+$193.5K) | |
Enovix Corp(ENVXcusip293594107) | 25.8K | All Managers (Combined) | $189.7K | 0.0% ($189.7K/$8.3B) | ||
| 15.3K | YoY NEW(+15.3K) | All Managers (Combined) | $188.3K | 0.0% ($188.3K/$8.3B) | YoY NEW(+$188.3K) | |
| 16.7K | All Managers (Combined) | $187.3K | 0.0% ($187.3K/$8.3B) | |||
| 16.1K | YoY NEW(+16.1K) | All Managers (Combined) | $186.8K | 0.0% ($186.8K/$8.3B) | YoY NEW(+$186.8K) | |
| 15.0K | All Managers (Combined) | $186.6K | 0.0% ($186.6K/$8.3B) | |||
| 48.9K | All Managers (Combined) | $186.4K | 0.0% ($186.4K/$8.3B) | |||
| 241.8K | All Managers (Combined) | $186.2K | 0.0% ($186.2K/$8.3B) | |||
| 14.5K | All Managers (Combined) | $183.7K | 0.0% ($183.7K/$8.3B) | |||
| 22.2K | All Managers (Combined) | $183.4K | 0.0% ($183.4K/$8.3B) | |||
| 17.0K | YoY NEW(+17.0K) | All Managers (Combined) | $181.6K | 0.0% ($181.6K/$8.3B) | YoY NEW(+$181.6K) | |
| 25.5K | All Managers (Combined) | $181.5K | 0.0% ($181.5K/$8.3B) | |||
| 11.7K | All Managers (Combined) | $179.4K | 0.0% ($179.4K/$8.3B) | |||
| 16.9K | QoQ +1.14% (-192)YoY +4.54% (-734) | All Managers (Combined) | $177.8K | 0.0% ($177.8K/$8.3B) | ||
Gevo, Inc.(GEVOcusip374396406) | 150.0K | QoQ NEW(+150.0K) YoY NEW(+150.0K) | All Managers (Combined) | $174.0K | 0.0% ($174.0K/$8.3B) | QoQ NEW(+$174.0K) YoY NEW(+$174.0K) |
OneSpan Inc.(OSPNcusip68287N100) | 11.3K | QoQ -0.27% (-31)YoY NEW(+11.3K) | All Managers (Combined) | $172.6K | 0.0% ($172.6K/$8.3B) | YoY NEW(+$172.6K) |
| 11.4K | QoQ NEW(+11.4K) YoY NEW(+11.4K) | All Managers (Combined) | $170.4K | 0.0% ($170.4K/$8.3B) | QoQ NEW(+$170.4K) YoY NEW(+$170.4K) | |
QuantumScape Corp(QScusip74767V109) | 40.4K | All Managers (Combined) | $168.0K | 0.0% ($168.0K/$8.3B) | ||
| 15.3K | All Managers (Combined) | $167.7K | 0.0% ($167.7K/$8.3B) | |||
| 11.8K | All Managers (Combined) | $167.4K | 0.0% ($167.4K/$8.3B) |