TrinityPoint Wealth, LLC

Q4 2023 vs. Q2 2023 Portfolio Holdings

Period
Q4 2023
Q2 2023
Holdings as of
31 Dec 2023
30 Jun 2023
Value $
$552,190,032
$512,473,094
Num holdings
297
279
Form type
RESTATEMENT
13F-HR
Filing time
14 Feb 2024, 11:09
07 Aug 2023, 15:10
Shares Or Principal Amount Value $
Sym Company Class Option Q4 2023 Q2 2023 Diff Change % Q4 2023 Q2 2023 Diff Change %