Trinity Wealth Management, LLC Capital Group Core Plus Income Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
A detailed history of Trinity Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 13,947 shares of CGCP stock, worth $314,923. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,947Holding current value
$314,923% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding CGCP
# of Institutions
201Shares Held
89MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA8.3MShares$187 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA5.82MShares$131 Million0.03% of portfolio
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Johnson Bixby & Associates, LLC4.07MShares$91.8 Million14.97% of portfolio
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Morgan Stanley New York, NY3.82MShares$86.3 Million0.01% of portfolio
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Ubs Group Ag3.33MShares$75.3 Million0.02% of portfolio