Number of Shares
147
Previous 145 1.38%
Holding current value
$37.5 Million
Previous $24.9 Million 50.72%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
N/A
2 Added 1.38%
147 $37.5 Million
Q2 2024

Aug 07, 2024

BUY
N/A
145 New
145 $24.9 Million
Track This Portfolio

Track Trifecta Capital Advisors, LLC Portfolio

Follow Trifecta Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trifecta Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trifecta Capital Advisors, LLC with notifications on news.