13F-HR/A filed by Atria Investments, Inc
Atria Investments, Inc filed this 13F-HR/A for the quarter ended 2020-06-30, filed 2020-09-22, with 511 holding rows worth $2,918,519,000.
- Accession
- 0001085146-20-002415
- Filer
- CIK 1535865
- Filed
- 2020-09-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2020
A holdings report, amendment of type restatement, 511 entries on the cover page, a total value of $2,918,519,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,918,519,000 with VALUE read as thousands by filing date, 13F file number 028-14921. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerFIRST FINANCIAL EQUITY CORPORATION028-18080
- included managerVivaldi Capital Management, LLC028-18047
- included managerCENTAURUS FINANCIAL, INC.028-18315
- included managerBelpointe Asset Management LLC028-18182
- included managerAusdal Financial Partners, Inc.028-17378
- included managerExecutive Wealth Management, LLC028-19423
- included managerPinnacle Wealth Planning Services, Inc.028-18382
- included managerBCJ Capital Management, LLC028-19440
- included managerWEALTHSOURCE PARTNERS, LLC028-17456
- included managerCompton Wealth Advisory Group, LLC028-19117
- included managerInternal server error.028-18093
- included managerHarwood Advisory Group, LLC028-17491
- included managerWealthBridge Capital Management, LLC028-19275
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TE CONNECTIVITY LTD | H84989104 | SHS | 12,827 | $1,046,000 | thousands by filing date | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 20,467 | $1,045,000 | thousands by filing date | |
| SPDR Portfolio High Yield Bond ETF | 78468R606 | SHS | 41,931 | $1,028,000 | thousands by filing date | |
| SMITH & NEPHEW PLC SPDN ADR NEW | 83175M205 | ADR | 26,970 | $1,028,000 | thousands by filing date | |
| BERRY GLOBAL GROUP INC | 08579W103 | COM | 23,037 | $1,021,000 | thousands by filing date | |
| RESMED INC COM | 761152107 | Stock | 5,302 | $1,018,000 | thousands by filing date | |
| CORTEVA INC COM | 22052L104 | Stock | 37,968 | $1,017,000 | thousands by filing date | |
| Vanguard S&P Mid-Cap 400 ETF | 921932885 | SHS | 8,443 | $1,015,000 | thousands by filing date | |
| BARRICK GOLD CORP | 067901108 | COM | 37,552 | $1,012,000 | thousands by filing date | |
| MASCO CORP | 574599106 | COM | 20,036 | $1,006,000 | thousands by filing date | |
| ROLLINS INC COM | 775711104 | Stock | 23,591 | $1,000,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-20-002173 | superseded | 2020-08-13 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001085146-20-002415 | this filing | 2020-09-22 | acceptance time not in the bulk data set |