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Capital Group Gbl Growth Eqt shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Capital Group Gbl Growth Eqt (CGGO) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Capital Group Gbl Growth Eqt

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Gbl Growth Eqt 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 Gbl Growth Eqt by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $531k 21k 25.79
2023-09-30 $3.8M 167k 22.92
2023-06-30 $4.7M 194k 24.30
2023-03-31 $825k 36k 23.06

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Capital Group Gbl Growth Eqt

Raymond James & Associates
Raymond James Financial Services Advisors
UBS Group
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Wells Fargo & Company
Wealth Enhancement Advisory Services
Johnson Bixby & Associates
WNY Asset Management
Baird Financial
Royal Bank of Canada
Financial Council Asset Management
Arlington Financial Advisors
HoyleCohen

View all funds holding Capital Group Gbl Growth Eqt