TrinityPoint Wealth, LLC
Q4 2023 13F Holdings
Location
Milford, CT
Holdings as of
12/31/2023
Value ($000)
$552,190
Num holdings
297
Date filed
2/13/2024
Form type
13F-HR/A - RESTATEMENT
Prev filing
11/8/2023
Next filing
5/8/2024
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type