Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
AES holding history
AES Corp 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.
AES overviewAll 13F holders of AESFull Q2 2025 holdings
- Shares (Q2 2025)
- 54,204
- Value
- $573.5K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 54,204 | $573.5K | <0.1% | −117,208−68.4% | Reduced | Holders |
| Q1 2025 | 171,412 | $2.13M | <0.1% | +54,736+46.9% | Added | Holders |
| Q4 2024 | 116,676 | $1.50M | <0.1% | +116,676 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −12,367−100.0% | Sold out | Holders |
| Q2 2024 | 12,367 | $217.3K | <0.1% | −1,717−12.2% | Reduced | Holders |
| Q1 2024 | 14,084 | $252.5K | <0.1% | +14,084 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −9,367−100.0% | Sold out | Holders |
| Q1 2023 | 9,367 | $225.6K | <0.1% | −28,856−75.5% | Reduced | Holders |
| Q4 2022 | 38,223 | $1.10M | <0.1% | +8,973+30.7% | Added | Holders |
| Q3 2022 | 29,250 | $661.0K | <0.1% | +29,250 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −8,739−100.0% | Sold out | Holders |
| Q1 2022 | 8,739 | $225.0K | <0.1% | – | No prior filing | Holders |