Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Trinity Financial Advisors LLC
City:
COLUMBUS
State:
OH
Zip:
43214
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$222,232,000
Total Value Change :
$17,283,000
Securities Held Change :
-2
All Securities Held :
73
New Positions
:
3
Closed Positions
:
5
Increased Positions
:
21
Unchanged Positions
:
24
Decreased Positions
:
25
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
ABBV
Abbvie Inc.
78
Closed
$166.42
$0
0
0%
-201,000
-1,298
0
Drug Manufacturers - ...
SPLK
Splunk Inc
77
Closed
$156.90
$0
0
0%
-209,000
-1,369
0
Application Software
VZ
Verizon Communications Inc
76
Closed
$40.06
$0
0
0%
-517,000
-13,708
0
Telecom Services - Do...
UNH
Unitedhealth Group Inc
75
Closed
$524.63
$0
0
0%
-289,000
-548
0
Health Care Plans
SNOW
Snowflake Inc.
74
Closed
$161.86
$0
0
0%
-201,000
-1,011
0
N/A
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us