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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

TOL holding history

Toll Brothers, 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.

TOL overviewAll 13F holders of TOLFull Q2 2025 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2023
Holdings of TOL by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,485−100.0%Sold outHolders
Q1 20253,485$368.0K<0.1%−4,465−56.2%ReducedHolders
Q4 20247,950$1.00M<0.1%+3,164+66.1%AddedHolders
Q3 20244,786$739.5K<0.1%+570+13.5%AddedHolders
Q2 20244,216$485.6K<0.1%+1,470+53.5%AddedHolders
Q1 20242,746$355.2K<0.1%+140+5.4%AddedHolders
Q4 20232,606$267.9K<0.1%+2,606NewHolders
Q3 20230$00.0%−2,951−100.0%Sold outHolders
Q2 20232,951$233.4K<0.1%+2,951NewHolders