Atria Wealth Solutions, Inc. Capital Group Global Growth Eq Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 145,689 shares of CGGO stock, worth $4.44 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

145,689

Previous 110,388 31.98%

Holding current value

$4.44 Million

Previous $3.33 Million 27.85%

% of portfolio

0.05%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$29.21 - $30.67 $1.03 Million - $1.08 Million	35,301 Added 31.98%	145,689 $4.26 Million
Q3 2024 Nov 08, 2024	BUY	$27.25 - $30.52 $1.63 Million - $1.82 Million	59,662 Added 117.62%	110,388 $3.33 Million
Q2 2024 Jul 22, 2024	BUY	$27.26 - $30.04 $903,014 - $995,105	33,126 Added 188.22%	50,726 $1.49 Million
Q1 2024 May 13, 2024	SELL	$25.15 - $28.93 $75,374 - $86,703	-2,997 Reduced 14.55%	17,600 $506,000
Q4 2023 Feb 02, 2024	SELL	$22.13 - $25.85 $3.24 Million - $3.78 Million	-146,374 Reduced 87.66%	20,597 $529,000
Q3 2023 Nov 08, 2023	SELL	$22.72 - $24.86 $616,189 - $674,228	-27,121 Reduced 13.97%	166,971 $3.83 Million
Q2 2023 Aug 03, 2023	BUY	$22.96 - $24.47 $4.46 Million - $4.75 Million	194,092 New	194,092 $4.71 Million
Q1 2023 Aug 22, 2023	SELL	$21.09 - $23.13 $3.34 Million - $3.66 Million	-158,330 Reduced 81.57%	35,762 $824,000
Q1 2023 May 10, 2023	BUY	$21.09 - $23.13 $754,220 - $827,175	35,762 New	35,762 $824,000

Others Institutions Holding CGGO

# of Institutions

294

Shares Held

129M

Call Options Held

Put Options Held

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About CAPITAL GROUP GLOBAL GROWTH EQ

Ticker CGGO
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Atria Wealth Solutions, Inc. Capital Group Global Growth Eq Transaction History