Trinity Wealth Management, LLC's ownership history for HEFA

Trinity Wealth Management, LLC currently holds 32.0K shares with a market value of $1.3M. It started holding HEFA on 2024-09-30. At its peak, it held 34.5K shares on 2025-03-31. Its highest holding value was $1.3M on 2025-12-31. At its lowest, it held 28.5K shares on 2025-06-30, with a value of $1.1M on 2025-06-30. In the recent 180 days, Trinity Wealth Management, LLC has increased its shares by 3.5K. In the recent year, Trinity Wealth Management, LLC has decreased its shares by 1.9K.