Atria Wealth Solutions, Inc. Capital Group Intl Focus Equit Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 231,854 shares of CGXU stock, worth $6.09 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

231,854

Previous 257,808 10.07%

Holding current value

$6.09 Million

Previous $6.95 Million 17.75%

% of portfolio

0.07%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$24.67 - $26.94 $640,285 - $699,200	-25,954 Reduced 10.07%	231,854 $5.72 Million
Q3 2024 Nov 08, 2024	BUY	$24.27 - $27.46 $270,319 - $305,849	11,138 Added 4.52%	257,808 $6.95 Million
Q2 2024 Jul 22, 2024	BUY	$24.83 - $26.72 $1.04 Million - $1.12 Million	41,788 Added 20.4%	246,670 $6.34 Million
Q1 2024 May 13, 2024	BUY	$23.16 - $25.78 $152,091 - $169,297	6,567 Added 3.31%	204,882 $5.28 Million
Q4 2023 Feb 02, 2024	BUY	$20.91 - $23.94 $722,942 - $827,701	34,574 Added 21.12%	198,315 $4.73 Million
Q3 2023 Nov 08, 2023	BUY	$21.47 - $24.41 $3.28 Million - $3.73 Million	152,914 Added 1412.34%	163,741 $3.56 Million
Q2 2023 Aug 03, 2023	BUY	$22.48 - $24.21 $243,390 - $262,121	10,827 New	10,827 $254,000
Q1 2023 Aug 22, 2023	BUY	$20.88 - $23.27 $430,858 - $480,176	20,635 Added 190.59%	31,462 $729,000
Q1 2023 May 10, 2023	BUY	$20.88 - $23.27 $656,926 - $732,120	31,462 New	31,462 $729,000

Others Institutions Holding CGXU

# of Institutions

269

Shares Held

102M

Call Options Held

Put Options Held

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About CAPITAL GROUP INTL FOCUS EQUIT

Ticker CGXU
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Atria Wealth Solutions, Inc. Capital Group Intl Focus Equit Transaction History