Atria Wealth Solutions, Inc.

SEC CIK: 0001927543
Latest filing: Jul 25, 2025

SEC filings (opens in a new tab)

PMT holding history

PennyMac Mortgage Investment Trust 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.

PMT overview All 13F holders of PMT Full Q2 2025 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of PMT by Atria Wealth Solutions, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−13,085−100.0%	Sold out	Holders
Q2 2024	13,085	$179.9K	<0.1%	+13,085	New	Holders
Q1 2024	0	$0	0.0%	−13,284−100.0%	Sold out	Holders
Q4 2023	13,284	$203.9K	<0.1%	+13,284	New	Holders