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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

ETR holding history

Entergy 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.

ETR overviewAll 13F holders of ETRFull Q2 2025 holdings

Shares (Q2 2025)
8,430
Value
$700.7K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2022
Holdings of ETR by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20258,430$700.7K<0.1%−12,197−59.1%ReducedHolders
Q1 202520,627$1.76M<0.1%+4,122+25.0%AddedHolders
Q4 202416,505$1.25M<0.1%+13,149+391.8%AddedConverted for a 2-for-1 splitHolders
Q3 20241,678$220.8K<0.1%+1,678NewHolders
Q1 20240$00.0%−7,230−100.0%Sold outHolders
Q4 20237,230$731.6K<0.1%+4,909+211.5%AddedHolders
Q3 20232,321$214.7K<0.1%+184+8.6%AddedHolders
Q2 20232,137$208.1K<0.1%−47−2.2%ReducedHolders
Q1 20232,184$235.3K<0.1%+2,184NewHolders
Q3 20220$00.0%−2,977−100.0%Sold outHolders
Q2 20222,977$335.0K<0.1%+2,977NewHolders