Trinity Wealth Management, LLC Capital Group Core Plus Income Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q1 2025
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 25,217 shares of CGCP stock, worth $558,052. This represents 0.26% of its overall portfolio holdings.
Number of Shares
25,217
Previous 17,855
41.23%
Holding current value
$558,052
Previous $396,000
42.42%
% of portfolio
0.26%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding CGCP
# of Institutions
248Shares Held
142MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$300 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$240 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$230 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$189 Million0.08% of portfolio
-
Johnson Bixby & Associates, LLC5.54MShares$123 Million19.92% of portfolio