Trinity Wealth Management, LLC's ownership history for IBTJ

Trinity Wealth Management, LLC currently holds 15.7K shares with a market value of $343.8K. It started holding IBTJ on 2024-12-31. At its peak, it held 15.7K shares on 2025-06-30. Its highest holding value was $344.0K on 2025-09-30. At its lowest, it held 15.3K shares on 2024-12-31, with a value of $325.7K on 2024-12-31. In the recent 180 days, Trinity Wealth Management, LLC has increased its shares by 0. In the recent year, Trinity Wealth Management, LLC has increased its shares by 398.