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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
METAMeta Platforms Inc
Recent Activity
Increased 0.42%
0.87%
$69.276M
121,019 shares@ $572.45 avg price
IUSBIshares Tr
Recent Activity
Increased 17.21%
0.86%
$69.208M
1.469M shares@ $47.13 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -6.48%
0.85%
$67.943M
118,417 shares@ $573.76 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.73%
0.83%
$66.727M
1.264M shares@ $52.81 avg price
OALCUnified Ser Tr
Recent Activity
Decreased -5.33%
0.83%
$66.293M
2.267M shares@ $29.25 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.7%
0.71%
$56.357M
267,271 shares@ $210.87 avg price
VVisa Inc
Recent Activity
Increased 0.64%
0.7%
$55.831M
203,057 shares@ $274.96 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -5.15%
0.66%
$53.073M
320,006 shares@ $165.86 avg price
OAEMUnified Ser Tr
Recent Activity
Increased 70.82%
0.65%
$51.883M
1.695M shares@ $30.61 avg price
AVGOBroadcom Inc
Recent Activity
Increased 896.63%
0.64%
$51.252M
297,114 shares@ $172.5 avg price