TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
AMP holding history
Ameriprise Financial Inc in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AMP overviewAll 13F holders of AMPFull Q4 2024 holdings
- Shares (Q4 2024)
- 2,015
- Value
- $1.07M
- % of portfolio
- 0.2%
- Quarters held
- 7
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 2,015 | $1.07M | 0.2% | −8−0.4% | Reduced | Holders |
| Q3 2024 | 2,023 | $950.2K | 0.1% | +129+6.8% | Added | Holders |
| Q2 2024 | 1,894 | $809.1K | 0.1% | +12+0.6% | Added | Holders |
| Q1 2024 | 1,882 | $825.0K | 0.1% | +185+10.9% | Added | Holders |
| Q4 2023 | 1,697 | $644.7K | 0.1% | +227+15.4% | Added | Holders |
| Q3 2023 | 1,470 | $484.7K | 0.1% | +356+32.0% | Added | Holders |
| Q2 2023 | 1,114 | $370.0K | 0.1% | +1,114 | New | Holders |