Atria Wealth Solutions, Inc. Capital Group Growth ETF Shs C Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 636,553 shares of CGGR stock, worth $23.3 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

636,553

Previous 738,456 13.8%

Holding current value

$23.3 Million

Previous $25.7 Million 7.9%

% of portfolio

0.27%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$34.49 - $39.24 $3.51 Million - $4 Million	-101,903 Reduced 13.8%	636,553 $23.7 Million
Q3 2024 Nov 08, 2024	BUY	$30.71 - $34.79 $5.47 Million - $6.19 Million	177,989 Added 31.76%	738,456 $25.7 Million
Q2 2024 Jul 22, 2024	BUY	$30.03 - $33.13 $1.78 Million - $1.97 Million	59,348 Added 11.84%	560,467 $18.4 Million
Q1 2024 May 13, 2024	BUY	$27.54 - $32.16 $1.01 Million - $1.18 Million	36,813 Added 7.93%	501,119 $16 Million
Q4 2023 Feb 02, 2024	BUY	$23.4 - $28.47 $4.46 Million - $5.43 Million	190,734 Added 69.72%	464,306 $13.1 Million
Q3 2023 Nov 08, 2023	BUY	$24.23 - $26.44 $511,131 - $557,751	21,095 Added 8.36%	273,572 $6.7 Million
Q2 2023 Aug 03, 2023	BUY	$21.86 - $25.23 $5.52 Million - $6.37 Million	252,477 New	252,477 $6.37 Million
Q4 2022 Feb 13, 2023	SELL	$19.03 - $21.59 $260,102 - $295,092	-13,668 Closed	0 $0
Q3 2022 Nov 14, 2022	BUY	$19.52 - $23.26 $266,799 - $317,917	13,668 New	13,668 $267,000

Others Institutions Holding CGGR

# of Institutions

437

Shares Held

187M

Call Options Held

Put Options Held

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About CAPITAL GROUP GROWTH ETF SHS C

Ticker CGGR
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Capital Group Growth ETF Shs C Transaction History