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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

CI holding history

Cigna Group 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.

CI overviewAll 13F holders of CIFull Q4 2024 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2023
Holdings of CI by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−782−100.0%Sold outHolders
Q3 2024782$270.9K<0.1%−13−1.6%ReducedHolders
Q2 2024795$262.8K<0.1%−34−4.1%ReducedHolders
Q1 2024829$301.1K<0.1%+52+6.7%AddedHolders
Q4 2023777$232.7K<0.1%+27+3.6%AddedHolders
Q3 2023750$214.6K<0.1%+750NewHolders