Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
WTW holding history
Willis Towers Watson PLC 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.
WTW overviewAll 13F holders of WTWFull Q2 2025 holdings
- Shares (Q2 2025)
- 3,780
- Value
- $1.16M
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 3,780 | $1.16M | <0.1% | +3,780 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −840−100.0% | Sold out | Holders |
| Q4 2024 | 840 | $263.1K | <0.1% | +840 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −1,064−100.0% | Sold out | Holders |
| Q1 2023 | 1,064 | $247.3K | <0.1% | −87−7.6% | Reduced | Holders |
| Q4 2022 | 1,151 | $281.5K | <0.1% | +1,151 | New | Holders |