Atria Wealth Solutions, Inc. Capital Group Core Equity ETF Transaction History
Atria Wealth Solutions, Inc.
- $8.79 Billion
- Q2 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 286,846 shares of CGUS stock, worth $9.77 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
286,846
Previous 254,250
12.82%
Holding current value
$9.77 Million
Previous $7.92 Million
16.76%
% of portfolio
0.11%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$201 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$167 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$123 Million1.22% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$84.3 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$79.6 Million0.18% of portfolio