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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
TEAMAtlassian Corporation
Recent Activity
Exited
0%
$646,320
3,654 shares@ $176.89 avg price
9264⤦Victory Portfolios Ii
Recent Activity
Exited
0%
$645,650
21,089 shares@ $30.62 avg price
MYNBlackrock Muniyield N Y Qual
Recent Activity
Exited
0%
$629,791
59,899 shares@ $10.52 avg price
JXIIshares Tr
Recent Activity
Exited
0%
$617,500
10,314 shares@ $59.88 avg price
KAPRInnovator Etfs Trust
Recent Activity
Exited
0%
$614,214
19,942 shares@ $30.81 avg price
CHDNChurchill Downs Inc
Recent Activity
Exited
0%
$605,166
4,335 shares@ $139.6 avg price
XBAPInnovator Etfs Trust
Recent Activity
Exited
0%
$600,458
18,600 shares@ $32.29 avg price
DXCMDexcom Inc
Recent Activity
Exited
0%
$586,061
5,169 shares@ $113.38 avg price
OPEREtf Ser Solutions
Recent Activity
Exited
0%
$585,318
5,845 shares@ $100.14 avg price
ENTGEntegris Inc
Recent Activity
Exited
0%
$580,664
4,289 shares@ $135.39 avg price