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 92 of 93
Shares:10.0K
Value:$37.8K
% of Portfolio:0.0% ($37.8K/$8.3B)
Shares:50.2K
Value:$31.7K
% of Portfolio:0.0% ($31.7K/$8.3B)
Shares:14.7K
Value:$25.1K
% of Portfolio:0.0% ($25.1K/$8.3B)
Shares:18.2K
Value:$21.5K
% of Portfolio:0.0% ($21.5K/$8.3B)
Shares:26.4K
Value:$9.8K
% of Portfolio:0.0% ($9.8K/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 59.8K | All Managers (Combined) | $39.3K | 0.0% ($39.3K/$8.3B) | |||
| 10.0K | QoQ 0.00% (-0)YoY NEW(+10.0K) | All Managers (Combined) | $37.8K | 0.0% ($37.8K/$8.3B) | YoY NEW(+$37.8K) | |
| 16.0K | QoQ 0.00% (-0) | All Managers (Combined) | $34.3K | 0.0% ($34.3K/$8.3B) | ||
| 50.2K | QoQ 0.00% (+0) | All Managers (Combined) | $31.7K | 0.0% ($31.7K/$8.3B) | ||
3D SYSTEMS CORP(DDDcusip88554D205) | 14.8K | QoQ -2.64% (-400)YoY -5.75% (-900) | All Managers (Combined) | $31.3K | 0.0% ($31.3K/$8.3B) | |
Phunware, Inc.(PHUNcusip71948P209) | 10.0K | QoQ NEW(+10.0K) YoY NEW(+10.0K) | All Managers (Combined) | $29.5K | 0.0% ($29.5K/$8.3B) | QoQ NEW(+$29.5K) YoY NEW(+$29.5K) |
| 21.6K | QoQ 0.00% (-0)YoY NEW(+21.6K) | All Managers (Combined) | $29.1K | 0.0% ($29.1K/$8.3B) | YoY NEW(+$29.1K) | |
| 10.0K | QoQ 0.00% (-0)YoY NEW(+10.0K) | All Managers (Combined) | $29.0K | 0.0% ($29.0K/$8.3B) | YoY NEW(+$29.0K) | |
| 20.0K | QoQ NEW(+20.0K) YoY NEW(+20.0K) | All Managers (Combined) | $28.2K | 0.0% ($28.2K/$8.3B) | QoQ NEW(+$28.2K) YoY NEW(+$28.2K) | |
| 11.0K | All Managers (Combined) | $26.7K | 0.0% ($26.7K/$8.3B) | |||
| 21.5K | All Managers (Combined) | $26.6K | 0.0% ($26.6K/$8.3B) | |||
| 14.7K | QoQ NEW(+14.7K) YoY NEW(+14.7K) | All Managers (Combined) | $25.1K | 0.0% ($25.1K/$8.3B) | QoQ NEW(+$25.1K) YoY NEW(+$25.1K) | |
| 10.0K | QoQ 0.00% (+0)YoY NEW(+10.0K) | All Managers (Combined) | $24.0K | 0.0% ($24.0K/$8.3B) | YoY NEW(+$24.0K) | |
| 15.8K | All Managers (Combined) | $23.1K | 0.0% ($23.1K/$8.3B) | |||
| 18.2K | QoQ NEW(+18.2K) YoY NEW(+18.2K) | All Managers (Combined) | $21.5K | 0.0% ($21.5K/$8.3B) | QoQ NEW(+$21.5K) YoY NEW(+$21.5K) | |
| 10.3K | YoY NEW(+10.3K) | All Managers (Combined) | $20.2K | 0.0% ($20.2K/$8.3B) | YoY NEW(+$20.2K) | |
| 10.6K | QoQ NEW(+10.6K) YoY NEW(+10.6K) | All Managers (Combined) | $18.2K | 0.0% ($18.2K/$8.3B) | QoQ NEW(+$18.2K) YoY NEW(+$18.2K) | |
| 10.0K | YoY 0.00% (+0) | All Managers (Combined) | $16.6K | 0.0% ($16.6K/$8.3B) | ||
| 26.4K | All Managers (Combined) | $9.8K | 0.0% ($9.8K/$8.3B) | |||
| 10.0K | QoQ 0.00% (-0)YoY NEW(+10.0K) | All Managers (Combined) | $8.9K | 0.0% ($8.9K/$8.3B) | YoY NEW(+$8.9K) |