Atria Wealth Solutions, Inc. Capital Group Core Plus Income Transaction History
Atria Wealth Solutions, Inc.
- $7.87 Billion
- Q1 2025
A detailed history of Atria Wealth Solutions, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 356,013 shares of CGCP stock, worth $7.89 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
356,013
Previous 211,885
68.02%
Holding current value
$7.89 Million
Previous $4.7 Million
70.01%
% of portfolio
0.1%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding CGCP
# of Institutions
255Shares Held
164MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA20.8MShares$462 Million0.1% of portfolio
-
Morgan Stanley New York, NY13.8MShares$306 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$275 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$266 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC5.54MShares$123 Million19.92% of portfolio