Transcat shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Transcat (TRNS) 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 Transcat
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Quarterly reported holdings in Transcat by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.6M | 25k | 105.74 |
| 2024-09-30 | $2.0M | 17k | 120.77 |
| 2024-06-30 | $1.2M | 10k | 119.68 |
| 2024-03-31 | $1.0M | 9.2k | 111.43 |
| 2023-09-30 | $319k | 3.3k | 97.97 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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