TrinityPoint Wealth, LLC

Q1 2023 vs. Q4 2018 Portfolio Holdings

Period
Q1 2023
Q4 2018
Holdings as of
31 Mar 2023
31 Dec 2018
Value $
$466,826,128
$162,808,000
Num holdings
272
167
Form type
13F-HR
13F-HR
Filing time
04 May 2023, 11:21
11 Feb 2019, 16:03
Shares Or Principal Amount Value $
Sym Company Class Option Q1 2023 Q4 2018 Diff Change % Q1 2023 Q4 2018 Diff Change %