Trinity Wealth Management, LLC CAPITAL GROUP EQUITY ETF TR Transaction History

Trinity Wealth Management, LLC

  • $274 Million
  • Q4 2025
Number of Shares
23,560
Previous 22,611 4.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
N/A
949 Added 4.2%
23,560 $0
Q3 2025

Oct 07, 2025
BUY
N/A
3,138 Added 16.11%
22,611 $0
Q2 2025

Jul 11, 2025
BUY
N/A
19,473 New
19,473 $0
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