A detailed history of Atria Wealth Solutions, Inc. transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 231,772 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
231,772
Previous 228,318 1.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
N/A
3,454 Added 1.51%
231,772 $0
Q1 2024

May 13, 2024

BUY
N/A
48,221 Added 26.78%
228,318 $0
Q4 2023

Feb 02, 2024

BUY
N/A
171,788 Added 2067.49%
180,097 $0
Q3 2023

Nov 08, 2023

BUY
N/A
8,309 New
8,309 $0

Others Institutions Holding CGMS

About CAPITAL GRP CORE PLUS INCOME E


  • Ticker CGMS
More about CGMS
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.