test

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
DJTTrump Media & Technology Gro
Recent Activity
Exited
0%
$1.637M↑ Call
50,000 shares@ $32.75 avg price
ACLSAxcelis Technologies Inc
Recent Activity
Exited
0%
$1.233M
8,668 shares@ $142.2 avg price
BLDTopbuild Corp
Recent Activity
Exited
0%
$1.2M
3,114 shares@ $385.34 avg price
EWDIshares Inc
Recent Activity
Exited
0%
$1.155M
28,698 shares@ $40.26 avg price
DBJPDbx Etf Tr
Recent Activity
Exited
0%
$1.155M
15,292 shares@ $75.51 avg price
ASAAsa Gold And Precious Mtls L
Recent Activity
Exited
0%
$1.095M
62,453 shares@ $17.55 avg price
DFEVDimensional Etf Trust
Recent Activity
Exited
0%
$907,837
33,012 shares@ $27.51 avg price
CLSCelestica Inc
Recent Activity
Exited
0%
$892,589
15,589 shares@ $57.26 avg price
ESIElement Solutions Inc
Recent Activity
Exited
0%
$723,001
26,659 shares@ $27.13 avg price
BOHBank Hawaii Corp
Recent Activity
Exited
0%
$648,123
11,329 shares@ $57.21 avg price