Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Trinity Cap shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Trinity Cap

Tip: Access up to 7 years of quarterly data

All positions including Trinity Cap held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinity Cap by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $180k 12k 14.68

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Trinity Cap

Greenwich Investment Management
Melia Wealth
Van Eck Associates Corp.
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Emerald Advisers
Emerald Mutual Fund Advisers, Trust
Alliancebernstein
Stifel Financial
Two Sigma Investments
Two Sigma Advisers
Citadel Advisors
T. Rowe Price Associates
Goldman Sachs Group
Ambassador Advisors
ClearBridge Advisors

View all funds holding Trinity Cap