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
Download as csv Download as ExcelQuarterly 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 |
---|---|---|---|
2024-09-30 | $166k | 12k | 13.57 |
2024-06-30 | $173k | 12k | 14.14 |
2024-03-31 | $180k | 12k | 14.68 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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