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

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025
Number of Shares
60,108
Previous 147,627 59.28%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
N/A
-87,519 Reduced 59.28%
60,108 $0
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
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