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Dan Mulvey

@Atria Investments, Inc

Latest period2024 - Q3ReportedManaged Assets$8.051BTotal holdings1895
Assets growth rate4.25%Assets growth rate (2-Q avg)5.28%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Atria Investments, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1895 positions.

Assets under management

The assets under management (AUM) of Atria Investments, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 8.051B in assets, with a quarterly growth rate of 4.25% and a 2-quarter average growth rate of 5.28%. The portfolio is managed by Dan Mulvey, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVLVAmerican Centy Etf Tr
Recent Activity
New Position
0.16%
$12.323M
187,197 shares@ $65.84 avg price
JULUAim Etf Products Trust
Recent Activity
New Position
0.13%
$9.944M
380,475 shares@ $26.14 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
New Position
0.12%
$9.572M
156,567 shares@ $61.14 avg price
LONZPimco Etf Tr
Recent Activity
New Position
0.11%
$8.606M
168,292 shares@ $51.14 avg price
CLOZSeries Portfolios Tr
Recent Activity
New Position
0.09%
$6.929M
257,763 shares@ $26.89 avg price
PVALPutnam Etf Trust
Recent Activity
New Position
0.09%
$6.79M
178,975 shares@ $37.94 avg price
TRVTravelers Companies Inc
Recent Activity
New Position
0.07%
$4.884M
20,859 shares@ $234.13 avg price
FELGFidelity Covington Trust
Recent Activity
New Position
0.06%
$4.673M
140,829 shares@ $33.18 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.05%
$3.564M
17,949 shares@ $198.58 avg price
AUGUAim Etf Products Trust
Recent Activity
New Position
0.05%
$3.498M
135,335 shares@ $25.85 avg price