Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
CMS holding history
CMS Energy Corp 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.
CMS overviewAll 13F holders of CMSFull Q2 2025 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −9,737−100.0% | Sold out | Holders |
| Q4 2024 | 9,737 | $649.0K | <0.1% | −299−3.0% | Reduced | Holders |
| Q3 2024 | 10,036 | $708.8K | <0.1% | +485+5.1% | Added | Holders |
| Q2 2024 | 9,551 | $568.6K | <0.1% | +1,716+21.9% | Added | Holders |
| Q1 2024 | 7,835 | $472.8K | <0.1% | +7,835 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −6,112−100.0% | Sold out | Holders |
| Q3 2023 | 6,112 | $324.6K | <0.1% | −129−2.1% | Reduced | Holders |
| Q2 2023 | 6,241 | $366.7K | <0.1% | +6,241 | New | Holders |