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Amanda Hawley

@Atria Wealth Solutions, Inc.

Latest period2024 - Q3ReportedManaged Assets$9.228BTotal holdings1895
Assets growth rate1.86%Assets growth rate (2-Q avg)2%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Atria Wealth Solutions, 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 Wealth Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 9.228B in assets, with a quarterly growth rate of 1.86% and a 2-quarter average growth rate of 2%. The portfolio is managed by Amanda Hawley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
APGApi Group Corp
Recent Activity
Exited
0%
$9.068M
240,986 shares@ $37.63 avg price
IFNIndia Fd Inc
Recent Activity
Exited
0%
$6.577M
368,268 shares@ $17.86 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$5.081M
6,201 shares@ $819.37 avg price
HHHHoward Hughes Holdings Inc
Recent Activity
Exited
0%
$4.012M
61,894 shares@ $64.82 avg price
FAXAbrdn Asia Pacific Income Fu
Recent Activity
Exited
0%
$3.369M
1.257M shares@ $2.69 avg price
ISCGIshares Tr
Recent Activity
Exited
0%
$3.298M
72,524 shares@ $45.49 avg price
PARPar Technology Corp
Recent Activity
Exited
0%
$2.867M
60,881 shares@ $47.09 avg price
IAFAbrdn Australia Equity Fd In
Recent Activity
Exited
0%
$2.55M
588,881 shares@ $4.33 avg price
XTOCInnovator Etfs Trust
Recent Activity
Exited
0%
$1.748M
61,813 shares@ $28.29 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$1.71M
11,368 shares@ $150.43 avg price