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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

CLMT holding history

Calumet, 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.

CLMT overviewAll 13F holders of CLMTFull Q2 2025 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q2 2022
Holdings of CLMT by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−15,000−100.0%Sold outHolders
Q3 202415,000$267.3K<0.1%−10,000−40.0%ReducedHolders
Q2 202425,000$401.3K<0.1%00.0%UnchangedHolders
Q1 202425,000$371.5K<0.1%−2,000−7.4%ReducedHolders
Q4 202327,000$482.5K<0.1%−9,000−25.0%ReducedHolders
Q3 202336,000$687.6K<0.1%+1,000+2.9%AddedHolders
Q2 202335,000$555.1K<0.1%−2,000−5.4%ReducedHolders
Q1 202337,000$643.1K<0.1%−2,000−5.1%ReducedHolders
Q4 202239,000$658.3K<0.1%+19,000+95.0%AddedHolders
Q3 202220,000$256.2K<0.1%00.0%UnchangedHolders
Q2 202220,000$208.0K<0.1%+20,000NewHolders