Atria Wealth Solutions, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Number of Shares
147,627
Previous 91,343 61.62%
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
Q1 2025

May 09, 2025
BUY
N/A
56,284 Added 61.62%
147,627 $0
Q4 2024

Jan 31, 2025
BUY
N/A
25,952 Added 39.69%
91,343 $0
Q3 2024

Nov 08, 2024
BUY
N/A
51,511 Added 371.12%
65,391 $0
Q2 2024

Jul 22, 2024
BUY
N/A
13,880 New
13,880 $0
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