Atria Wealth Solutions, Inc.

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$25.02B
13F filings
4
Latest filing
Aug 30, 2023

Top 10 holdings

AAPL $104.00M
1.67% of AUM
BSV $92.15M
1.48% of AUM
VEA $56.64M
0.91% of AUM
MSFT $52.76M
0.85% of AUM
VUG $45.46M
0.73% of AUM
IVV $45.25M
0.73% of AUM
VTV $39.56M
0.63% of AUM
IVV $38.03M
0.61% of AUM
BSV $34.99M
0.56% of AUM
IVV $33.64M
0.54% of AUM

About this filer

FilingIQ has indexed 4 quarterly Form 13F filings from Atria Wealth Solutions, Inc.. Reported assets under management total $25.02B.

View live Atria Wealth Solutions, Inc. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Atria Wealth Solutions, Inc. have under management?
Per Atria Wealth Solutions, Inc.'s most recent SEC Form 13F filing dated Aug 30, 2023, total assets under management are $25.02B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Atria Wealth Solutions, Inc. submitted?
FilingIQ has indexed 4 quarterly Form 13F filings from Atria Wealth Solutions, Inc.. Filings are due 45 days after quarter-end.
Where does Atria Wealth Solutions, Inc.'s holdings data come from?
Every position shown on this page sources back to Atria Wealth Solutions, Inc.'s public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.