Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
WEX holding history
WEX 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.
WEX overviewAll 13F holders of WEXFull Q2 2025 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −1,322−100.0% | Sold out | Holders |
| Q1 2024 | 1,322 | $314.0K | <0.1% | +153+13.1% | Added | Holders |
| Q4 2023 | 1,169 | $227.4K | <0.1% | −61−5.0% | Reduced | Holders |
| Q3 2023 | 1,230 | $231.4K | <0.1% | −689−35.9% | Reduced | Holders |
| Q2 2023 | 1,919 | $349.4K | <0.1% | −126−6.2% | Reduced | Holders |
| Q1 2023 | 2,045 | $376.1K | <0.1% | −20−1.0% | Reduced | Holders |
| Q4 2022 | 2,065 | $337.9K | <0.1% | −3−0.1% | Reduced | Holders |
| Q3 2022 | 2,068 | $263.0K | <0.1% | +2,068 | New | Holders |