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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
VFLOVictory Portfolios Ii
Recent Activity
New Position
0.04%
$2.954M
88,720 shares@ $33.31 avg price
ROEEa Series Trust
Recent Activity
New Position
0.04%
$2.952M
95,835 shares@ $30.81 avg price
TBILRbb Fd Inc
Recent Activity
New Position
0.04%
$2.762M
55,205 shares@ $50.04 avg price
QQQEDirexion Shs Etf Tr
Recent Activity
New Position
0.03%
$2.177M
24,130 shares@ $90.2 avg price
CIENCiena Corp
Recent Activity
New Position
0.03%
$1.988M
32,283 shares@ $61.6 avg price
JUNMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.02%
$1.585M
50,446 shares@ $31.42 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.02%
$1.327M
8,789 shares@ $150.99 avg price
DFAEDimensional Etf Trust
Recent Activity
New Position
0.02%
$1.152M
42,027 shares@ $27.41 avg price
FJULFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.02%
$1.115M
23,168 shares@ $48.11 avg price
FLCOFranklin Templeton Etf Tr
Recent Activity
New Position
0.02%
$1.063M
48,094 shares@ $22.1 avg price