13F Filings History of CUSO Financial Services L.P. /CA

Latest 13F report
Q2 2025 - 25 Jul 2025
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by CUSO Financial Services L.P. /CA. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Atria Wealth Solutions, Inc. is reporting for CUSO Financial Services L.P. /CA.

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Atria Wealth Solutions, Inc. is reporting for CUSO Financial Services L.P. /CA:

Name Holdings Value Location File Number
Atria Wealth Solutions, Inc. $4.42B New York, NY 028-22515