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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

CMA holding history

Comerica 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.

CMA overviewAll 13F holders of CMAFull Q2 2025 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2022
Holdings of CMA by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−6,985−100.0%Sold outHolders
Q4 20246,985$432.0K<0.1%+2,809+67.3%AddedHolders
Q3 20244,176$253.0K<0.1%+4,176NewHolders
Q1 20230$00.0%−5,945−100.0%Sold outHolders
Q4 20225,945$400.8K<0.1%−92−1.5%ReducedHolders
Q3 20226,037$432.8K<0.1%+918+17.9%AddedHolders
Q2 20225,119$376.0K<0.1%−3,150−38.1%ReducedHolders
Q1 20228,269$748.0K<0.1%–No prior filingHolders