Top 10 Stocks Held By Trinity Wealth Management LLC
By Holdings Channel Staff, updated Thursday, May 2, 1:07 AM
In total we count 45 positions held by Trinity Wealth Management LLC as of their latest 13F filing, but among those total Trinity Wealth Management LLC holdings we've sorted out the top ten stocks held by Trinity Wealth Management LLC by largest position size, and presented them here in slideshow form.
#10 . IBTE
Entity 03/31/2024 Amount
03/31/2024 Position Size ($ in 1000's)
ISHARES TR (IBTE)
389,818
$9,332 IBTE 389,818 $9,332
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
ISHARES TR (IBTE)
229,885
$5,485 IBTE 229,885 $5,485
Entity 09/30/2023 Amount
09/30/2023 Position Size ($ in 1000's)
ISHARES TR (IBTE)
226,715
$5,405 IBTE 226,715 $5,405
IBTE Stock Price From 12/31/2023 To 03/31/2024:
Position Size ($1000s)
$5,405
$5,485
$9,332
09/30/2023 12/31/2023 03/31/2024
Share Count
226,715
229,885
389,818
09/30/2023 12/31/2023 03/31/2024
You are here:
See full list: All Stocks Held By Trinity Wealth Management LLC
Top 10 Stocks Held By Trinity Wealth Management LLC - Slide 1 of 10 | www.HoldingsChannel.com
Copyright © 2013 - 2024, All Rights Reserved
Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel
from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners.
None of the information contained herein constitutes a recommendation that any particular security, portfolio,
transaction, or investment strategy is suitable for any specific person. All viewers agree that under no
circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held
liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you
agree to the following Full Disclaimer & Terms of Use
and Privacy Policy . Video widget and videos powered by Market News Video . Quote data delayed at least 20
minutes; data powered by Ticker Technologies , and Mergent . Contact Holdings Channel ; Meet Our Editorial Staff .