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 $311,231. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,063Holding current value
$311,231% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding CGGR
# of Institutions
363Shares Held
156MCall Options Held
0Put Options Held
5.9K-
Capital Group Private Client Services, Inc. Los Angeles, CA19.4MShares$748 Million6.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$480 Million0.2% of portfolio
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Bank Of America Corp Charlotte, NC10.1MShares$390 Million0.03% of portfolio
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Commonwealth Equity Services, LLC9.32MShares$360 Million0.49% of portfolio
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Northwestern Mutual Wealth Management CO6.82MShares$263 Million0.21% of portfolio