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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

EOS holding history

Eaton Vance Enhanced Equity Income Fund II 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.

EOS overviewAll 13F holders of EOSFull Q2 2025 holdings

Shares (Q2 2025)
9,566
Value
$232.7K
% of portfolio
<0.1%
Quarters held
8
Since Q4 2022
Holdings of EOS by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20259,566$232.7K<0.1%+10+0.1%AddedHolders
Q1 20259,556$201.6K<0.1%+11+0.1%AddedHolders
Q4 20249,545$228.6K<0.1%+10+0.1%AddedHolders
Q3 20249,535$206.9K<0.1%+301+3.3%AddedHolders
Q2 20249,234$201.1K<0.1%+9,234NewHolders
Q3 20230$00.0%−26,665−100.0%Sold outHolders
Q2 202326,665$477.0K<0.1%+2,080+8.5%AddedHolders
Q1 202324,585$403.2K<0.1%−2,764−10.1%ReducedHolders
Q4 202227,349$452.6K<0.1%+27,349NewHolders