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Capital Group Fixed Income E shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions investment in Capital Group Fixed Income E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Fixed Income 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 Fixed Income E by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 191k 27.46
2024-06-30 $1.4M 51k 26.91
2024-03-31 $1.2M 45k 27.01
2023-12-31 $733k 27k 27.08
2023-09-30 $639k 25k 25.70

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View all positions for Atria Wealth Solutions

Top funds holding Capital Group Fixed Income E

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Mml Investors Services
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
Advisor Group Holdings
Cetera Investment Advisers
Great Valley Advisor Group
Stifel Financial
Venturi Wealth Management
Assetmark

View all funds holding Capital Group Fixed Income E