Trinity Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
A detailed history of Trinity Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 131,655 shares of CGDV stock, worth $4.82 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
131,655Holding current value
$4.82 Million% of portfolio
2.2%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
389Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$852 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$591 Million0.27% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$395 Million23.28% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$387 Million0.34% of portfolio
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Envestnet Asset Management Inc9.8MShares$358 Million0.12% of portfolio