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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

ACLS holding history

Axcelis Technologies Inc in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACLS overviewAll 13F holders of ACLSFull Q2 2025 holdings

Shares (Q2 2025)
7,187
Value
$524.3K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2023
Holdings of ACLS by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20257,187$524.3K<0.1%+7,187NewHolders
Q3 20240$00.0%−8,668−100.0%Sold outHolders
Q2 20248,668$1.23M<0.1%+1,362+18.6%AddedHolders
Q1 20247,306$814.8K<0.1%−3,205−30.5%ReducedHolders
Q4 202310,511$1.36M<0.1%−1,355−11.4%ReducedHolders
Q3 202311,866$1.93M<0.1%+290+2.5%AddedHolders
Q2 202311,576$2.12M<0.1%+481+4.3%AddedHolders
Q1 202311,095$1.48M<0.1%+11,095NewHolders