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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

NDAQ holding history

Nasdaq, 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.

NDAQ overviewAll 13F holders of NDAQFull Q2 2025 holdings

Shares (Q2 2025)
3,851
Value
$344.4K
% of portfolio
<0.1%
Quarters held
6
Since Q3 2022
Holdings of NDAQ by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20253,851$344.4K<0.1%+1,045+37.2%AddedHolders
Q1 20252,806$212.9K<0.1%−3,224−53.5%ReducedHolders
Q4 20246,030$466.2K<0.1%+2,936+94.9%AddedHolders
Q3 20243,094$225.9K<0.1%+3,094NewHolders
Q1 20230$00.0%−5,545−100.0%Sold outHolders
Q4 20225,545$340.2K<0.1%+994+21.8%AddedHolders
Q3 20224,551$258.0K<0.1%+4,551NewHolders