Atria Investments, Inc

Q4 2017 13F Holdings Report, Stock Holdings

Signature - Title
Michael Stier - President / CCO
Location
Charlotte
Holdings as of
December 31, 2017
Value $
$2.01B
Num holdings
814
Date filed
1/12/2018, 04:45 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, SPY, IJR, IVV, and IEMG.
Previous filing
Q3 2017 - Oct 12, 2017
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2017 Q4 compared to 2017 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Michael Stier President / CCO Charlotte, North Carolina 1/12/2018

ATRIA INVESTMENTS LLC PRIMARILY CONDUCTS ITS ADVISORY BUSINESS AS ADHESION WEALTH ADVISOR SOLUTIONS.