Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
VRTS holding history
Virtus Investment Partners, 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.
VRTS overviewAll 13F holders of VRTSFull Q2 2025 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −1,092−100.0% | Sold out | Holders |
| Q3 2024 | 1,092 | $228.7K | <0.1% | −1−0.1% | Reduced | Holders |
| Q2 2024 | 1,093 | $246.9K | <0.1% | +84+8.3% | Added | Holders |
| Q1 2024 | 1,009 | $250.2K | <0.1% | −51−4.8% | Reduced | Holders |
| Q4 2023 | 1,060 | $256.2K | <0.1% | +40+3.9% | Added | Holders |
| Q3 2023 | 1,020 | $205.9K | <0.1% | −12−1.2% | Reduced | Holders |
| Q2 2023 | 1,032 | $203.8K | <0.1% | +1,032 | New | Holders |