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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

MA holding history

Mastercard 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.

MA overviewAll 13F holders of MAFull Q2 2025 holdings

Shares (Q2 2025)
10,525
Value
$5.92M
% of portfolio
0.1%
Quarters held
14
Since Q1 2022
Holdings of MA by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202510,525$5.92M0.1%−37,020−77.9%ReducedHolders
Q1 202547,545$26.1M0.3%−3,547−6.9%ReducedHolders
Q4 202451,092$26.9M0.3%−4,475−8.1%ReducedHolders
Q3 202455,567$27.4M0.3%−2,259−3.9%ReducedHolders
Q2 202457,826$25.5M0.3%−2,157−3.6%ReducedHolders
Q1 202459,983$28.9M0.3%−1,129−1.8%ReducedHolders
Q4 202361,112$26.1M0.3%+2,802+4.8%AddedHolders
Q3 202358,310$23.1M0.3%+2,267+4.0%AddedHolders
Q2 202356,043$22.0M0.3%+1,289+2.4%AddedHolders
Q1 202354,754$19.9M0.3%−631−1.1%ReducedHolders
Q4 202255,385$19.3M0.3%−2,577−4.4%ReducedHolders
Q3 202257,962$16.5M0.3%−1,256−2.1%ReducedHolders
Q2 202259,218$18.7M0.4%+8,781+17.4%AddedHolders
Q1 202250,437$18.0M0.3%–No prior filingHolders