Atria Wealth Solutions, Inc. Principal Fds Principal Invt G Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 2025
Shares
5 transactions
Others Institutions Holding IG
# of Institutions
24Shares Held
6.81MCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA2.56MShares$54.2 Million1.0% of portfolio
-
Envestnet Asset Management Inc2.43MShares$51.5 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL782KShares$16.6 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL585KShares$12.4 Million0.02% of portfolio
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Insight Wealth Partners, LLC184KShares$3.9 Million0.61% of portfolio