TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
ERIE holding history
Erie Indemnity Co 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.
ERIE overviewAll 13F holders of ERIEFull Q4 2024 holdings
- Shares (Q4 2024)
- 687
- Value
- $283.1K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 687 | $283.1K | <0.1% | +2+0.3% | Added | Holders |
| Q3 2024 | 685 | $369.7K | 0.1% | +2+0.3% | Added | Holders |
| Q2 2024 | 683 | $247.4K | <0.1% | +3+0.4% | Added | Holders |
| Q1 2024 | 680 | $273.2K | <0.1% | +2+0.3% | Added | Holders |
| Q4 2023 | 678 | $227.0K | <0.1% | +678 | New | Holders |