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Capital Group Core Equity Et shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et 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 Core Equity Et by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 327k 34.37
2024-06-30 $9.3M 287k 32.33
2024-03-31 $7.9M 254k 31.16
2023-12-31 $6.1M 215k 28.40
2023-09-30 $3.7M 148k 25.11
2023-06-30 $2.1M 83k 25.75
2023-03-31 $1.8M 76k 23.76
2022-12-31 $773k 34k 22.47
2022-09-30 $524k 26k 20.37
2022-06-30 $202k 9.3k 21.70
2022-03-31 $490k 19k 25.76