Showing options holdings,
see here
for stock holdings
TrinityPoint Wealth, LLC Q4 2023 Portfolio
TrinityPoint Wealth, LLC didn't report any options holdings as of Q4 2023.
Check stock holdings.
Filing 2023 Q4 - Restatement compared to 2023 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Andy Armstrong
CCO
Cincinnati, Ohio
2/14/2024
Other Included Managers (1):
Num
Name
Location
File Number
1
GeoWealth
028-16841
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