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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$12.707M
16,141 shares@ $787.28 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$9.666M
9,077 shares@ $1064.85 avg price
PJANInnovator Etfs Trust
Recent Activity
Exited
0%
$9.275M
230,553 shares@ $40.23 avg price
FDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$6.264M
147,219 shares@ $42.55 avg price
ACVFEtf Opportunities Trust
Recent Activity
Exited
0%
$6.1M
147,811 shares@ $41.27 avg price
WBNDLegg Mason Etf Invt
Recent Activity
Exited
0%
$4.462M
223,783 shares@ $19.94 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$3.93M
20,295 shares@ $193.67 avg price
BSJQInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$2.394M
103,774 shares@ $23.07 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$2.055M
13,664 shares@ $150.42 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$1.764M
52,414 shares@ $33.66 avg price