Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
AI holding history
C3.ai, 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.
AI overviewAll 13F holders of AIFull Q2 2025 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −8,087−100.0% | Sold out | Holders |
| Q1 2024 | 8,087 | $218.9K | <0.1% | +1,045+14.8% | Added | Holders |
| Q4 2023 | 7,042 | $202.2K | <0.1% | +7,042 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −5,954−100.0% | Sold out | Holders |
| Q2 2023 | 5,954 | $216.9K | <0.1% | −4,650−43.9% | Reduced | Holders |
| Q1 2023 | 10,604 | $356.0K | <0.1% | +10,604 | New | Holders |