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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group U S Multi Sec Etf by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
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

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 U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Great Valley Advisor Group
Commonwealth Equity Services
Morgan Stanley
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Wells Fargo & Company
Raymond James & Associates
TrueWealth Advisors
Winch Advisory Services
Stephens
Raymond James Financial Services Advisors
Redhawk Wealth Advisors
DeDora Capital

View all funds holding Capital Group U S Multi Sec Etf