Capital Group Fixed Income E shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Capital Group Fixed Income E (CGSD) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Capital Group Fixed Income E
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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 |
|---|---|---|---|
| 2024-12-31 | $3.3M | 130k | 25.64 |
| 2024-09-30 | $1.9M | 75k | 25.91 |
| 2024-06-30 | $1.9M | 74k | 25.41 |
| 2024-03-31 | $809k | 32k | 25.49 |
| 2023-12-31 | $2.1M | 82k | 25.48 |
| 2023-09-30 | $2.2M | 88k | 25.05 |
| 2023-06-30 | $881k | 35k | 25.11 |
| 2023-03-31 | $714k | 28k | 25.63 |