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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

ATR holding history

Aptargroup, 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.

ATR overviewAll 13F holders of ATRFull Q4 2024 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of ATR by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−3,735−100.0%Sold outHolders
Q1 20223,735$439.0K0.1%+26+0.7%AddedHolders
Q4 20213,709$454.0K0.1%+57+1.6%AddedHolders
Q3 20213,652$436.0K0.1%+83+2.3%AddedHolders
Q2 20213,569$503.0K0.1%+90+2.6%AddedHolders
Q1 20213,479$493.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.