Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
AWR holding history
American States Water Co 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.
AWR overviewAll 13F holders of AWRFull Q2 2025 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −2,588−100.0% | Sold out | Holders |
| Q4 2024 | 2,588 | $201.1K | <0.1% | +2,588 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −3,034−100.0% | Sold out | Holders |
| Q1 2024 | 3,034 | $219.2K | <0.1% | +252+9.1% | Added | Holders |
| Q4 2023 | 2,782 | $223.7K | <0.1% | +2,782 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −2,166−100.0% | Sold out | Holders |
| Q4 2022 | 2,166 | $200.5K | <0.1% | +2,166 | New | Holders |