Trinity Financial Advisors LLC Closed Holding Positions

Trinity Financial Advisors LLC

  • $247 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2022 Filed on Jul 22, 2022
4,967
$60.91 - $76.4 $303K - $379K
T
At&T Inc.

Communication Services
Q2 2022 Filed on Jul 22, 2022
10,037
$17.92 - $21.32 $180K - $214K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2022 Filed on Jul 22, 2022
34,500
$40.48 - $47.83 $1.4M - $1.65M
AGL
Agilon Health, Inc.

Healthcare
Q1 2022 Filed on Apr 27, 2022
7,410
$15.01 - $27.75 $111K - $206K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
2,835
$77.77 - $81.19 $220K - $230K
ITB
Ishares Tr

ETFs
Q1 2022 Filed on Apr 27, 2022
5,355
$59.26 - $81.62 $317K - $437K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on Apr 27, 2022
3,388
$67.71 - $74.19 $229K - $251K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2021 Filed on Jan 18, 2022
13,250
$14.6 - $15.16 $193K - $201K
XLE
Energy Sector Spdr

ETFs
Q4 2021 Filed on Jan 18, 2022
2,273
$53.01 - $59.14 $120K - $134K
LEGA
Lead Edge Growth Opportunities, LTD

Financial Services
Q4 2021 Filed on Jan 18, 2022
24,500
$9.74 - $9.84 $239K - $241K
COF
Capital One Financial Corp

Financial Services
Q4 2021 Filed on Jan 18, 2022
2,665
$138.35 - $173.25 $369K - $462K
BAC
Bank Of America Corp

Financial Services
Q4 2021 Filed on Jan 18, 2022
11,804
$43.08 - $48.37 $509K - $571K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q4 2021 Filed on Jan 18, 2022
236,708
$26.61 - $27.97 $6.3M - $6.62M
IBM
International Business Machines Corp

Technology
Q3 2021 Filed on Oct 21, 2021
2,115
$127.12 - $140.38 $269K - $297K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q1 2021 Filed on Oct 20, 2021
2,900
$67.23 - $69.45 $195K - $201K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2021 Filed on Oct 20, 2021
9,165
$65.18 - $69.88 $597K - $640K
GSK
Gsk PLC

Healthcare
Q1 2021 Filed on Oct 20, 2021
14,040
$34.27 - $40.01 $481K - $562K
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