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Capital Group Core Balanced shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced 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 Core Balanced by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 65k 31.20
2024-06-30 $415k 14k 29.87

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Kestra Advisory Services
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Cetera Investment Advisers
Jane Street
Flow Traders US

View all funds holding Capital Group Core Balanced