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Trinity Cap shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Trinity Cap

Tip: Access up to 7 years of quarterly data

All positions including Trinity Cap held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinity Cap by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $204k 14k 15.16
2024-12-31 $176k 12k 14.47
2024-06-30 $145k 10k 14.14

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
J P Morgan Exchange Traded F Us Momentum (JMOM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Us Treas Bd Etf (GOVT)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Trinity Cap

Van Eck Associates Corp.
Melia Wealth
Two Sigma Advisers
Two Sigma Investments
Rockefeller Capital Management
Invesco
Emerald Advisers
Emerald Mutual Fund Advisers, Trust
Ares Management
Round Rock Advisors
UBS Group
Stifel Financial
LPL Financial
Millennium Management
Franklin Resources

View all funds holding Trinity Cap

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