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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
UNHUnitedhealth Group Inc
Recent Activity
Increased 2.08%
0.63%
$50.686M
86,691 shares@ $584.68 avg price
LQDIshares Tr
Recent Activity
Increased 1491.35%
0.63%
$50.487M
446,866 shares@ $112.99 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -0.06%
0.62%
$49.584M
117,186 shares@ $423.12 avg price
QUALIshares Tr
Recent Activity
Increased 2.6%
0.6%
$47.732M
266,215 shares@ $179.3 avg price
IVWIshares Tr
Recent Activity
Decreased -9.82%
0.58%
$46.112M
481,588 shares@ $95.76 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Decreased -0.65%
0.55%
$44.042M
728,934 shares@ $60.42 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -8.12%
0.55%
$43.532M
260,375 shares@ $167.19 avg price
ORCLOracle Corp
Recent Activity
Increased 17.74%
0.54%
$43.081M
252,823 shares@ $170.4 avg price
IEFAIshares Tr
Recent Activity
Decreased -3.6%
0.54%
$42.969M
550,534 shares@ $78.05 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 1.24%
0.53%
$42.456M
858,208 shares@ $49.47 avg price