Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
FDS holding history
Factset Research Systems 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.
FDS overviewAll 13F holders of FDSFull Q2 2025 holdings
- Shares (Q2 2025)
- 1,269
- Value
- $567.5K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 1,269 | $567.5K | <0.1% | −11−0.9% | Reduced | Holders |
| Q1 2025 | 1,280 | $581.8K | <0.1% | +1,280 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −544−100.0% | Sold out | Holders |
| Q2 2024 | 544 | $222.0K | <0.1% | −167−23.5% | Reduced | Holders |
| Q1 2024 | 711 | $322.9K | <0.1% | −55−7.2% | Reduced | Holders |
| Q4 2023 | 766 | $365.3K | <0.1% | −45−5.5% | Reduced | Holders |
| Q3 2023 | 811 | $354.4K | <0.1% | −128−13.6% | Reduced | Holders |
| Q2 2023 | 939 | $376.0K | <0.1% | +939 | New | Holders |