ATRIA INVESTMENTS, INC Top 13F Holdings - WhaleWisdom.com

Atria Investments is a large advisory firm with 120 clients and discretionary assets under management (AUM) of $10,771,561,842 (Form ADV from 2024-09-30). Their last reported 13F …

$10771561842
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ATRIA INVESTMENTS, INC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Atria Investments is a large advisory firm with 120 clients and discretionary assets under management (AUM) of $10,771,561,842 (Form ADV from 2024-09-30). Their last reported 13F …

whalewisdom.com

$9228154260
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ATRIA WEALTH SOLUTIONS, INC. Top 13F Holdings

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Sep 30, 2024 · Atria Wealth Solutions is based out of New York. Their last reported 13F filing for Q3 2024 included $9,228,154,260 in managed 13F securities and a top 10 holdings …

whalewisdom.com

$8.05
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Atria Investments, Inc 13F Filings

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Atria Investments, Inc reported 1,895 holdings with total value $8.05 B as of Q3 2024. Top holdings included MSFT, IVV, OACP, NVDA, and AMZN. Atria Investments, Inc 13F Portfolio …

13f.info

$7.27
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Atria Investments, Inc Q1 2024 13F Top Portfolio Holdings

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Feb 14, 2024 · Atria Investments, Inc reported 963 holdings with total value $7.27 B as of Q1 2024. Top holdings included MSFT, IVV, OACP, AMZN, and NVDA. Atria Investments, Inc ...

13f.info

10%
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Atria Investments 13F Filings And Top Holdings And Stakes - Stockzoa

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Latest statistics and disclosures from Atria Investments's latest quarterly 13F-HR filing: Top 5 stock holdings are MSFT, IVV, OACP ... Booking Holdings 0.1 : $9.9M -10% : 2.3k : ... Past …

stockzoa.com

1%
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Atria Investments Inc Raises Stake In Apple Inc. (NASDAQ:AAPL)

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16 hours ago · Atria Investments Inc raised its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.1% during the third quarter, according to the company in its most recent 13F filing …

marketbeat.com

$5.54
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Atria Investments, Inc Q2 2023 13F Top Portfolio Holdings

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Atria Investments, Inc reported 825 holdings with total value $5.54 B as of Q2 2023. Top holdings included IVV, MSFT, OACP, BSV, and OAIM. Atria Investments, Inc ... 825 Date filed 8/4/2023 …

13f.info

46%
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Here Are The Decade’s Top 20 Hedge Funds Based On 13F Filings. RA ...

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Dec 19, 2019 · Whale Rock, #4 on the on the list of the decade’s top 20 hedge funds, has averaged a 23.46% annual return over the last decade. Echo Street Capital has the distinction …

whalewisdomalpha.com

$7.72
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Atria Investments, Inc Q2 2024 13F Top Portfolio Holdings

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Aug 13, 2024 · Atria Investments, Inc reported 1,907 holdings with total value $7.72 B as of Q2 2024. Top holdings included MSFT, IVV, NVDA, OACP, and AMZN. Atria Investments, Inc Q2 …

13f.info

$106081639
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R.H. INVESTMENT GROUP, LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024 · R.h. Investment Group is based out of Scottsdale. Their last reported 13F filing for Q4 2024 included $106,081,639 in managed 13F securities and a top 10 holdings …

whalewisdom.com

$227379285
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DALE Q RICE INVESTMENT MANAGEMENT LTD Top 13F Holdings

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Dec 31, 2024 · Dale Q Rice Investment Management LTD is based out of Vancouver. Their last reported 13F filing for Q4 2024 included $227,379,285 in managed 13F securities and a top …

whalewisdom.com

FAQs about ATRIA INVESTMENTS, INC Top 13F Holdings - WhaleWisdom.com Coupon?

Who is the majority owner of Atria?

Atria, which is majority-owned by Lee Equity Partners, was founded in late 2016 by Morgan Stanley alums Doug Ketterer and Eugene Elias Jr., and former executive vice president of recruiting and acquisition strategy at AIG Advisor Group, Kevin Beard. ...

What amenities does Atria Senior Living offer?

At Atria Senior Living in New Jersey, residents love the beautiful outdoor gathering spaces, movie theater, physical therapy center, chef-prepared meals and exciting Engage Life ® events calendar. Included with the monthly rent are also convenient amenities including housekeeping, linen service and apartment maintenance. ...

Does atria offer assisted living in New Jersey?

With the day-to-day chores handled by the staff, residents can spend more time doing what they love most so they can live their best possible life. For those who wish to continue their independent lifestyle but need a bit of extra support with daily tasks, Atria offers assisted living in New Jersey. ...