Trinity Wealth Management, LLC Capital Group Intl Focus Equit Transaction History
Trinity Wealth Management, LLC
- $274 Million
- Q4 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 26,737 shares of CGXU stock, worth $801,842. This represents 0.29% of its overall portfolio holdings.
Number of Shares
26,737
Previous 25,459
5.02%
Holding current value
$801,842
Previous $754,000
6.23%
% of portfolio
0.29%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding CGXU
# of Institutions
318Shares Held
117MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.5MShares$344 Million0.11% of portfolio
-
Northwestern Mutual Wealth Management CO7.33MShares$220 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA5.6MShares$168 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.15MShares$154 Million0.05% of portfolio
-
Ubs Group Ag4.84MShares$145 Million0.02% of portfolio