Atria Investments, Inc. 

NC

  SEC # 1535865

        

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52  SEC Filings   from  3/12/12  to  2/14/24  (2 Months Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer
New-Filing E-Mail:			Send me notifications of all Filings involving  Atria Investments, Inc.

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Forms , Documents & Exhibits  in  52 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
2/14/24			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management	52
					Form-Specific Documents:
2/14/24			INFO-TABLE		Portfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management			46

History as a Money Manager:  Assets Under Management  ·  Related Money Managers

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager Manager with whom Investment Discretion is Shared
2/2/24			12/31/23		184	of	826		$19,823		VT	Addison Advisors LLC
1/30/24			12/31/23		399	of	510		$555,235		NY	Wealth Alliance
10/20/23			9/30/23		25	of	158		$32		WA	Lodestone Wealth Management LLC
11/13/20			9/30/20		NA	of	269		NA		NJ	Transcend Capital Advisors, LLC [ formerly Transcend Wealth Collective, LLC ]
1/23/20			12/31/19		102	of	180		$677		MI	Executive Wealth Management, LLC

No Forms  nor  Documents  Filed re:  Issuer / Subject Company

        

        

Filings History

Year		# of Filings
2024		1
2023		4
2022		4
2021		4
2020		5
2019		5
2018		4
2017		4
2016		4
2015		5
2014		4
2013		4
2012		4