Trinity Wealth Management, LLC Capital Group Growth ETF Shs C Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
A detailed history of Trinity Wealth Management, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 8,063 shares of CGGR stock, worth $298,250. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,063Holding current value
$298,250% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding CGGR
# of Institutions
360Shares Held
155MCall Options Held
0Put Options Held
5.9K-
Capital Group Private Client Services, Inc. Los Angeles, CA19.4MShares$717 Million6.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$460 Million0.2% of portfolio
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Bank Of America Corp Charlotte, NC10.1MShares$373 Million0.03% of portfolio
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Commonwealth Equity Services, LLC9.32MShares$345 Million0.49% of portfolio
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Northwestern Mutual Wealth Management CO6.82MShares$252 Million0.21% of portfolio