test

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
MSFTMicrosoft Corp
Recent Activity
Decreased -1.73%
2.35%
$188.667M
438,455 shares@ $430.3 avg price
IVVIshares Tr
Recent Activity
Decreased -6.74%
1.97%
$158.46M
274,712 shares@ $576.83 avg price
OACPUnified Ser Tr
Recent Activity
Decreased -1.04%
1.56%
$125.464M
5.362M shares@ $23.4 avg price
NVDANvidia Corporation
Recent Activity
Decreased -3.76%
1.45%
$116.35M
958,085 shares@ $121.45 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.37%
1.38%
$110.718M
594,202 shares@ $186.33 avg price
AAPLApple Inc
Recent Activity
Increased 3.11%
1.34%
$107.468M
461,237 shares@ $233.01 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -4.18%
1.07%
$85.575M
162,176 shares@ $527.68 avg price
OAIMUnified Ser Tr
Recent Activity
Decreased -0.65%
1.06%
$84.54M
2.457M shares@ $34.42 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -2.49%
0.93%
$74.531M
426,940 shares@ $174.58 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -7.5%
0.87%
$69.692M
181,524 shares@ $383.93 avg price