Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
PTLO holding history
Portillo's 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.
PTLO overviewAll 13F holders of PTLOFull Q2 2025 holdings
- Shares (Q2 2025)
- 35,319
- Value
- $412.2K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 35,319 | $412.2K | <0.1% | +15,580+78.9% | Added | Holders |
| Q1 2025 | 19,739 | $234.7K | <0.1% | +19,739 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −30,056−100.0% | Sold out | Holders |
| Q3 2024 | 30,056 | $404.9K | <0.1% | +1,793+6.3% | Added | Holders |
| Q2 2024 | 28,263 | $274.7K | <0.1% | +9,978+54.6% | Added | Holders |
| Q1 2024 | 18,285 | $259.3K | <0.1% | +18,285 | New | Holders |