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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

BTT holding history

BlackRock Municipal 2030 Target Term Trust 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.

BTT overviewAll 13F holders of BTTFull Q4 2024 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of BTT by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−21,499−100.0%Sold outHolders
Q3 202421,499$464.8K0.1%−111−0.5%ReducedHolders
Q2 202421,610$448.8K0.1%−4,443−17.1%ReducedHolders
Q1 202426,053$548.7K0.1%−1,218−4.5%ReducedHolders
Q4 202327,271$567.2K0.1%−7,923−22.5%ReducedHolders
Q3 202335,194$683.1K0.1%−5,805−14.2%ReducedHolders
Q2 202340,999$852.0K0.2%−9,228−18.4%ReducedHolders
Q1 202350,227$1.09M0.2%+1,683+3.5%AddedHolders
Q4 202248,544$1.03M0.2%−1,748−3.5%ReducedHolders
Q3 202250,292$1.03M0.2%−423−0.8%ReducedHolders
Q2 202250,715$1.12M0.2%−2,018−3.8%ReducedHolders
Q1 202252,733$1.25M0.2%+4,199+8.7%AddedHolders
Q4 202148,534$1.26M0.2%+1,450+3.1%AddedHolders
Q3 202147,084$1.20M0.2%+1,831+4.0%AddedHolders
Q2 202145,253$1.19M0.2%+2,630+6.2%AddedHolders
Q1 202142,623$1.08M0.3%––Holders

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