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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

WPM holding history

Wheaton Precious Metals 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.

WPM overviewAll 13F holders of WPMFull Q2 2025 holdings

Shares (Q2 2025)
5,127
Value
$460.4K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2022
Holdings of WPM by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20255,127$460.4K<0.1%−4,086−44.4%ReducedHolders
Q1 20259,213$715.2K<0.1%−250−2.6%ReducedHolders
Q4 20249,463$532.2K<0.1%−3,844−28.9%ReducedHolders
Q3 202413,307$812.8K<0.1%−4,727−26.2%ReducedHolders
Q2 202418,034$945.3K<0.1%+18,034NewHolders
Q3 20220$00.0%−5,655−100.0%Sold outHolders
Q2 20225,655$204.0K<0.1%−402−6.6%ReducedHolders
Q1 20226,057$289.0K<0.1%–No prior filingHolders