Capital Group U S Multi Sec Etf shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Capital Group U S Multi Sec Etf
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All positions including Capital Group U S Multi Sec Etf held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Capital Group U S Multi Sec Etf by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.8M | 355k | 27.61 |
| 2025-03-31 | $15M | 535k | 27.44 |
| 2024-12-31 | $14M | 519k | 27.28 |
| 2024-09-30 | $12M | 417k | 27.84 |
| 2024-06-30 | $6.3M | 232k | 27.04 |
| 2024-03-31 | $6.2M | 228k | 27.04 |
| 2023-12-31 | $4.9M | 180k | 26.99 |
| 2023-09-30 | $213k | 8.3k | 25.57 |
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