In a recent 13F-HR filing, Trinity Wealth Management, LLC disclosed its holdings as of the end of the reporting period. The significance of this SEC filing lies in providing transparency to investors and the public about the investment decisions made by the company. By detailing their portfolio, Trinity Wealth Management, LLC offers insights into their investment strategy and potential market outlook.
Trinity Wealth Management, LLC is a financial services firm that specializes in wealth management and investment advisory services. Based on the information provided in the filing, Trinity Wealth Management, LLC manages a diverse portfolio of assets on behalf of its clients. Investors and analysts may use this filing to track the firm’s investment activity and gain an understanding of their investment approach.
The 13F-HR form is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. It discloses the manager’s holdings of publicly traded securities, providing transparency into their investment decisions. Investors can review these filings to gain insights into the investment strategies of various institutional investors like Trinity Wealth Management, LLC. For more information about Trinity Wealth Management, LLC, you can visit their website here.
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Trinity Wealth Management, LLC (0001685364) Submits 13F-HR Filing to SEC
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