CUSO Financial Services L.P. /CA

13F Filings History

Latest 13F report
Q1 2025 - May 9, 2025
Signature - Title
Amanda Hawley - General Counsel, Atria Wealth Solutions, Inc.
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.

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

Name Holdings Value Location File Number
Atria Wealth Solutions, Inc. $8.3B New York, NY 028-22515