Atria Wealth Solutions’s SS&C Technologies SSNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
3,349
-2,974
-47% -$246K 0.01% 1197
2025
Q1
$528K Buy
6,323
+3,678
+139% +$307K 0.01% 1163
2024
Q4
$200K Buy
+2,645
New +$200K ﹤0.01% 1805