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

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

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 354,998 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
354,998
Previous 534,954 33.64%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2025
SELL
N/A
-179,956 Reduced 33.64%
354,998 $0
Q1 2025

May 09, 2025
BUY
N/A
16,484 Added 3.18%
534,954 $0
Q4 2024

Jan 31, 2025
BUY
N/A
101,945 Added 24.48%
518,470 $0
Q3 2024

Nov 08, 2024
BUY
N/A
184,753 Added 79.71%
416,525 $0
Q2 2024

Jul 22, 2024
BUY
N/A
3,454 Added 1.51%
231,772 $0
Q1 2024

May 13, 2024
BUY
N/A
48,221 Added 26.78%
228,318 $0
Q4 2023

Feb 02, 2024
BUY
N/A
171,788 Added 2067.49%
180,097 $0
Q3 2023

Nov 08, 2023
BUY
N/A
8,309 New
8,309 $0

Others Institutions Holding CGMS

# of Institutions
253
Shares Held
73.5M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGMS Quotes by TradingView
  • Ticker CGMS
More about CGMS
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