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
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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 |
|---|---|---|---|
| 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 |