TrinityPoint Wealth, LLC

Q1 2024 13F Holdings

Location
Milford, CT
Holdings as of
3/31/2024
Value ($000)
$604,376
Num holdings
308
Date filed
5/8/2024
Form type
13F-HR
Prev filing
2/14/2024
Next filing
7/30/2024
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type