Atria Wealth Solutions, Inc. Capital Grp Core Plus Income E Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

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 129,745 shares of CGSD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
129,745
Previous 74,754 73.56%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
N/A
54,991 Added 73.56%
129,745 $0
Q3 2024

Nov 08, 2024
BUY
N/A
751 Added 1.01%
74,754 $0
Q2 2024

Jul 22, 2024
BUY
N/A
42,279 Added 133.27%
74,003 $0
Q1 2024

May 13, 2024
SELL
N/A
-50,666 Reduced 61.5%
31,724 $0
Q4 2023

Feb 02, 2024
SELL
N/A
-5,847 Reduced 6.63%
82,390 $0
Q3 2023

Nov 08, 2023
BUY
N/A
53,142 Added 151.42%
88,237 $0
Q2 2023

Aug 03, 2023
BUY
N/A
35,095 New
35,095 $0
Q1 2023

Aug 22, 2023
SELL
N/A
-7,225 Reduced 20.59%
27,870 $0
Q1 2023

May 10, 2023
BUY
N/A
27,870 New
27,870 $0

Others Institutions Holding CGSD

# of Institutions
112
Shares Held
19.2M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGSD Quotes by TradingView
  • Ticker CGSD
More about CGSD
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.

Choose your preferred platform and Sign Up 👇 Telegram Email