Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
USOI holding history
Credit Suisse AG 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.
USOI overviewAll 13F holders of USOIFull Q2 2025 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −6,813−100.0% | Sold out | Holders |
| Q3 2024 | 6,813 | $448.3K | <0.1% | +504+8.0% | Added | Holders |
| Q2 2024 | 6,309 | $468.8K | <0.1% | +3,493+124.0% | Added | Holders |
| Q1 2024 | 2,816 | $217.2K | <0.1% | +2,816 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −934−100.0% | Sold outConverted for a 1-for-20 split | Holders |
| Q2 2022 | 18,676 | $96.0K | <0.1% | +4,554+32.2% | Added | Holders |
| Q1 2022 | 14,122 | $77.0K | <0.1% | – | No prior filing | Holders |