| |
|
|
| Name: |
Trifecta Capital Advisors LLC |
| City: |
NORTHBROOK |
| State: |
IL |
| Zip: |
60062 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
8 |
|
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 |
|
SNPS |
Synopsys Inc |
38 |
New |
$557.39 |
$3,286,000 |
5,750 |
0.8% |
3,286,000 |
5,750 |
0.004 |
Technical & System So... |
|
|
IYY |
iShares Dow Jones US Total ... |
83 |
New |
$127.18 |
$175,000 |
1,370 |
0.04% |
175,000 |
1,370 |
0.018 |
Closed - End Fund - E... |
|
|
IWP |
iShares Tr Russell MidCap Gr |
93 |
New |
$109.95 |
$131,000 |
1,146 |
0.03% |
131,000 |
1,146 |
0 |
Closed - End Fund - E... |
|
|
JKJ |
IShares Trust Small Core In... |
123 |
New |
$54.85 |
$72,000 |
1,276 |
0.02% |
72,000 |
1,276 |
0 |
Closed - End Fund - E... |
|
|
CIU |
iShares Barclays Intermedia... |
199 |
New |
$50.75 |
$11,000 |
214 |
0% |
11,000 |
214 |
0 |
Closed - End Fund - E... |
|
|
VO |
Vanguard Mid Cap VIPERS |
380 |
New |
$245.22 |
$1,000 |
3 |
0% |
1,000 |
3 |
0 |
Closed - End Fund - E... |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
369 |
New |
$92.54 |
$1,000 |
10 |
0% |
1,000 |
10 |
0 |
N/A |
|
|
FMC |
FMC Corp |
349 |
New |
$66.71 |
$1,000 |
23 |
0% |
1,000 |
23 |
0 |
Diversified Chemicals |
|
