Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
CG holding history
Carlyle Group 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.
CG overviewAll 13F holders of CGFull Q2 2025 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −8,887−100.0% | Sold out | Holders |
| Q3 2024 | 8,887 | $382.7K | <0.1% | −4,992−36.0% | Reduced | Holders |
| Q2 2024 | 13,879 | $557.2K | <0.1% | −712−4.9% | Reduced | Holders |
| Q1 2024 | 14,591 | $684.5K | <0.1% | −3,794−20.6% | Reduced | Holders |
| Q4 2023 | 18,385 | $748.1K | <0.1% | +810+4.6% | Added | Holders |
| Q3 2023 | 17,575 | $530.1K | <0.1% | +1,874+11.9% | Added | Holders |
| Q2 2023 | 15,701 | $501.6K | <0.1% | +970+6.6% | Added | Holders |
| Q1 2023 | 14,731 | $457.5K | <0.1% | −2,970−16.8% | Reduced | Holders |
| Q4 2022 | 17,701 | $528.2K | <0.1% | −1,530−8.0% | Reduced | Holders |
| Q3 2022 | 19,231 | $496.9K | <0.1% | −2,000−9.4% | Reduced | Holders |
| Q2 2022 | 21,231 | $672.0K | <0.1% | +16,424+341.7% | Added | Holders |
| Q1 2022 | 4,807 | $235.0K | <0.1% | – | No prior filing | Holders |