Skip to main content

Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

LSI holding history

Life Storage, 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.

LSI overviewAll 13F holders of LSIFull Q2 2025 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2022
Holdings of LSI by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−5,343−100.0%Sold outHolders
Q2 20235,343$710.3K<0.1%−72−1.3%ReducedHolders
Q1 20235,415$709.8K<0.1%+1,285+31.1%AddedHolders
Q4 20224,130$406.8K<0.1%−2,364−36.4%ReducedHolders
Q3 20226,494$719.5K<0.1%−1,847−22.1%ReducedHolders
Q2 20228,341$931.0K<0.1%+3,333+66.6%AddedHolders
Q1 20225,008$703.0K<0.1%–No prior filingHolders