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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
GSIDGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$1.523M
27,223 shares@ $55.95 avg price
FTCFirst Trust Lrgcp Gwt Alphad
Recent Activity
Exited
0%
$1.47M
11,995 shares@ $122.54 avg price
DFSEDimensional Etf Trust
Recent Activity
Exited
0%
$1.266M
37,825 shares@ $33.47 avg price
IWYIshares Tr
Recent Activity
Exited
0%
$1.246M
5,807 shares@ $214.54 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$1.164M
20,624 shares@ $56.43 avg price
ARKKArk Etf Tr
Recent Activity
Exited
0%
$977,360
22,238 shares@ $43.95 avg price
DIHPDimensional Etf Trust
Recent Activity
Exited
0%
$943,767
35,857 shares@ $26.33 avg price
BITBBitwise Bitcoin Etf Tr
Recent Activity
Exited
0%
$932,057
28,512 shares@ $32.69 avg price
PXFInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$902,037
18,530 shares@ $48.68 avg price
RWKInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$890,528
8,112 shares@ $109.78 avg price