Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Trinity Legacy Partners LLC
  City: HOUSTON
  State: TX
  Zip: 77081
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $341,403,000
  Total Value Change : $24,039,000
  Securities Held Change : -3
   
All Securities Held : 102
  New Positions : 2
  Closed Positions : 5
  Increased Positions : 38
  Unchanged Positions : 8
  Decreased Positions : 54

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 107 Closed $60.24 $0 0 0% -211,000 -1,336 0    Discount, Variety Stores
   (VGLT)1 Year Chart         VGLT Vanguard Long-Term Governm 106 Closed $56.66 $0 0 0% -616,000 -10,005 0    N/A
   (CCI)1 Year Chart         CCI Crown Castle International ... 105 Closed $99.51 $0 0 0% -207,000 -1,800 0    Integrated Telecommun...
   (FELV)1 Year Chart         FELV Fidelity Enhanced Large Cap... 104 Closed $0.00 $0 0 0% -935,000 -34,814 0    N/A
   (GIS)1 Year Chart         GIS General Mills Inc 103 Closed $70.70 $0 0 0% -223,000 -3,420 0    Food - Major Diversified

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results