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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

WLK holding history

Westlake Corp 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.

WLK overviewAll 13F holders of WLKFull Q2 2025 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2022
Holdings of WLK by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−4,070−100.0%Sold outHolders
Q3 20244,070$611.7K<0.1%−434−9.6%ReducedHolders
Q2 20244,504$652.3K<0.1%+775+20.8%AddedHolders
Q1 20243,729$569.8K<0.1%+167+4.7%AddedHolders
Q4 20233,562$498.5K<0.1%+136+4.0%AddedHolders
Q3 20233,426$427.1K<0.1%−10−0.3%ReducedHolders
Q2 20233,436$410.5K<0.1%−234−6.4%ReducedHolders
Q1 20233,670$425.6K<0.1%00.0%UnchangedHolders
Q4 20223,670$376.3K<0.1%+16+0.4%AddedHolders
Q3 20223,654$317.5K<0.1%+3,654NewHolders