Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Trinity Wealth Management LLC
  City: Berwyn
  State: PA
  Zip: 19312
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $193,740,000
  Total Value Change : $26,663,000
  Securities Held Change : 1
   
All Securities Held : 46
  New Positions : 6
  Closed Positions : 5
  Increased Positions : 22
  Unchanged Positions : 4
  Decreased Positions : 14

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

   
Holdings Found : 3     View All Holdings Currently Viewing:  New 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
   (PAVE)1 Year Chart         PAVE Global X Us Infrastructure ... 15 New $0.00 $4,236,000 106,404 2.19% 4,236,000 106,404 0.08    N/A
   (PH)1 Year Chart         PH Parker Hannifin Corp 42 New $545.11 $211,000 380 0.11% 211,000 380 0    Industrial Equipment ...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 43 New $48.73 $204,000 4,148 0.11% 204,000 4,148 0    N/A

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