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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
SHYGIshares Tr
Recent Activity
Decreased -2.23%
0.47%
$37.684M
867,900 shares@ $43.42 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.89%
0.43%
$34.483M
575,958 shares@ $59.87 avg price
EFGIshares Tr
Recent Activity
Decreased -8.22%
0.43%
$34.35M
319,085 shares@ $107.66 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -10.45%
0.43%
$34.065M
74,012 shares@ $460.27 avg price
CVXChevron Corp New
Recent Activity
Decreased -6.04%
0.4%
$31.707M
215,300 shares@ $147.28 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -10.46%
0.39%
$30.949M
646,798 shares@ $47.85 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -2.43%
0.39%
$30.784M
177,738 shares@ $173.21 avg price
HDHome Depot Inc
Recent Activity
Decreased -3.65%
0.37%
$29.648M
73,168 shares@ $405.21 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -3.55%
0.37%
$29.333M
258,306 shares@ $113.57 avg price
WMTWalmart Inc
Recent Activity
Decreased -7.12%
0.35%
$28.126M
348,307 shares@ $80.75 avg price