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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

APG holding history

APi Group 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.

APG overviewAll 13F holders of APGFull Q2 2025 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2022
Holdings of APG by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−240,986−100.0%Sold outHolders
Q2 2024240,986$9.07M0.1%−26,054−9.8%ReducedHolders
Q1 2024267,040$10.5M0.1%−33,001−11.0%ReducedHolders
Q4 2023300,041$10.4M0.1%−11,626−3.7%ReducedHolders
Q3 2023311,667$8.08M0.1%−9,909−3.1%ReducedHolders
Q2 2023321,576$8.77M0.1%−69,102−17.7%ReducedHolders
Q1 2023390,678$8.78M0.1%+4,728+1.2%AddedHolders
Q4 2022385,950$7.26M0.1%+13,972+3.8%AddedHolders
Q3 2022371,978$4.94M0.1%+7,446+2.0%AddedHolders
Q2 2022364,532$5.46M0.1%+20,655+6.0%AddedHolders
Q1 2022343,877$7.23M0.1%–No prior filingHolders