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Capital Group Conservative E shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative 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 Conservative E by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $643k 24k 27.34

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 Conservative E

Capital Research and Management Company - Division 3
Capital Group Private Client Services
Commonwealth Equity Services
Brookstone Capital Management
Evernest Financial Advisors
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Envision Financial Planning
Garrett Investment Advisors
Atria Wealth Solutions
Kestra Private Wealth Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Financial Management Network
Founders Financial Securities
Captrust Financial Advisors

View all funds holding Capital Group Conservative E