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 $4.73 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
131,655Holding current value
$4.73 Million% of portfolio
2.2%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
379Shares Held
200MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA22.3MShares$801 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$459 Million0.21% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$388 Million23.28% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9.65MShares$347 Million0.48% of portfolio
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Northwestern Mutual Wealth Management CO8.86MShares$319 Million0.29% of portfolio