Trinity Financial Advisors LLC's ownership history for PEP

Trinity Financial Advisors LLC currently holds 2.8K shares with a market value of $389.0K. It started holding PEP on 2024-09-30. At its peak, it held 3.5K shares on 2025-03-31. Its highest holding value was $502.5K on 2024-09-30. At its lowest, it held 2.5K shares on 2025-06-30, with a value of $332.7K on 2025-06-30. In the recent 180 days, Trinity Financial Advisors LLC has decreased its shares by 753. In the recent year, Trinity Financial Advisors LLC has increased its shares by 100.