Trinity Wealth Management, LLC Capital Group Growth ETF Shs C Transaction History
Trinity Wealth Management, LLC
- $255 Million
- Q3 2025
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 43,880 shares of CGGR stock, worth $1.95 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
43,880
Previous 39,035
12.41%
Holding current value
$1.95 Million
Previous $1.59 Million
21.5%
% of portfolio
0.75%
Previous 0.64%
Shares
5 transactions
Others Institutions Holding CGGR
# of Institutions
509Shares Held
252MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC30MShares$1.34 Billion0.43% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA22.3MShares$992 Million8.56% of portfolio
-
Commonwealth Equity Services, LLC12.4MShares$554 Million0.67% of portfolio
-
Morgan Stanley New York, NY11.9MShares$529 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$511 Million0.04% of portfolio