Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
APA holding history
APA 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.
APA overviewAll 13F holders of APAFull Q2 2025 holdings
- Shares (Q2 2025)
- 84,937
- Value
- $1.55M
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 84,937 | $1.55M | <0.1% | +34,619+68.8% | Added | Holders |
| Q1 2025 | 50,318 | $1.06M | <0.1% | +5,147+11.4% | Added | Holders |
| Q4 2024 | 45,171 | $1.04M | <0.1% | +23,027+104.0% | Added | Holders |
| Q3 2024 | 22,144 | $541.6K | <0.1% | +4,509+25.6% | Added | Holders |
| Q2 2024 | 17,635 | $519.2K | <0.1% | +2,909+19.8% | Added | Holders |
| Q1 2024 | 14,726 | $506.3K | <0.1% | +1,213+9.0% | Added | Holders |
| Q4 2023 | 13,513 | $484.8K | <0.1% | +13,513 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −7,671−100.0% | Sold out | Holders |
| Q2 2023 | 7,671 | $262.1K | <0.1% | +7,671 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −4,453−100.0% | Sold out | Holders |
| Q4 2022 | 4,453 | $207.9K | <0.1% | +4,453 | New | Holders |