Trinity Wealth Management, LLC CGMU Holdings History
Trinity Wealth Management, LLC's Capital Group Municipal Income ETF Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 128,097.00 shares of Capital Group Municipal Income ETF(CGMU), totaling $3.42 Mil. This investment constitutes 1.36% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0.1% of the outstanding Capital Group Municipal Income ETF(CGMU) stock.
The initial trade took place in 2025Q2. And since then Trinity Wealth Management, LLC has made 1 purchases of CGMU, at an average price of $26.57, for a total of 128,097.00 shares. Based on historical transaction data and CGMU's current price of $26.61, Trinity Wealth Management, LLC's estimated gain on his CGMU holdings is $5,123.88, reflecting a 0.15% gain to date.
Trinity Wealth Management, LLC CGMU ($26.61) Holding Chart
Trinity Wealth Management, LLC CGMU ($26.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
