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Delap Wealth Advisory’s Cambria Trinity ETF TRTY Stock Holding History

Delap Wealth Advisory’s Portfolio TRTY Stock Details TRTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,440
Closed -$267K – 109
2024
Q2 		$267K Buy
+10,440
New +$270K 0.12% 86

Other funds holding TRTY

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delap Wealth Advisory's TRTY Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Cambria Trinity ETF (TRTY) in Q3 2024, closing a stake of 10,440 shares — an estimated $267K sold.

Delap Wealth Advisory first reported a position in TRTY in Q2 2024 and held it in 1 quarter. The position peaked at $267K in Q2 2024. 10 funds tracked by Wall St. Rank hold TRTY as of Q3 2024.

  • Delap Wealth Advisory reported no remaining Cambria Trinity ETF position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 10,440 Cambria Trinity ETF shares in Q3 2024, an estimated $267K.
  • Delap Wealth Advisory first reported a position in Cambria Trinity ETF in Q2 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Cambria Trinity ETF position peaked at $267K in Q2 2024.
  • 10 funds tracked by Wall St. Rank held Cambria Trinity ETF as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.