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Capital Group Fixed Income E shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGSD) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Capital Group Fixed Income E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Fixed Income E held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Fixed Income E by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $809k 32k 25.49
2023-12-31 $2.1M 82k 25.48
2023-09-30 $2.2M 88k 25.05
2023-06-30 $881k 35k 25.11
2023-03-31 $714k 28k 25.63

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View all positions for Atria Wealth Solutions

Top funds holding Capital Group Fixed Income E

McIlrath & Eck
Commonwealth Equity Services
LPL Financial
Advisor Group Holdings
WNY Asset Management
Lincoln National
Bridgewealth Advisory Group
UBS Group
Envestnet Asset Management
Royal Bank of Canada
Souders Financial Advisors
New England Capital Financial Advisors
Jane Street
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company

View all funds holding Capital Group Fixed Income E