Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
BTO holding history
John Hancock Financial Opportunities Fund 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.
BTO overviewAll 13F holders of BTOFull Q2 2025 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −10,393−100.0% | Sold out | Holders |
| Q2 2024 | 10,393 | $291.1K | <0.1% | +1,101+11.8% | Added | Holders |
| Q1 2024 | 9,292 | $274.9K | <0.1% | −1,080−10.4% | Reduced | Holders |
| Q4 2023 | 10,372 | $312.0K | <0.1% | −2,424−18.9% | Reduced | Holders |
| Q3 2023 | 12,796 | $336.0K | <0.1% | −489−3.7% | Reduced | Holders |
| Q2 2023 | 13,285 | $356.3K | <0.1% | −1,258−8.7% | Reduced | Holders |
| Q1 2023 | 14,543 | $444.2K | <0.1% | +14,543 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −6,394−100.0% | Sold out | Holders |
| Q3 2022 | 6,394 | $201.8K | <0.1% | −7,684−54.6% | Reduced | Holders |
| Q2 2022 | 14,078 | $523.0K | <0.1% | −1,487−9.6% | Reduced | Holders |
| Q1 2022 | 15,565 | $626.0K | <0.1% | – | No prior filing | Holders |