Trinity Wealth Management, LLC Capital Group Intl Focus Equit Transaction History
Trinity Wealth Management, LLC
- $255 Million
- Q3 2025
A detailed history of Trinity Wealth Management, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 25,459 shares of CGXU stock, worth $768,352. This represents 0.3% of its overall portfolio holdings.
Number of Shares
25,459
Previous 22,108
15.16%
Holding current value
$768,352
Previous $599,000
25.88%
% of portfolio
0.3%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding CGXU
# of Institutions
299Shares Held
116MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.01MShares$272 Million0.09% of portfolio
-
Northwestern Mutual Wealth Management CO7.51MShares$227 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA5.42MShares$163 Million0.03% of portfolio
-
Ubs Group Ag5.16MShares$156 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.8MShares$145 Million0.05% of portfolio