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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

ET holding history

Energy Transfer LP 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.

ET overviewAll 13F holders of ETFull Q4 2024 holdings

Shares (Q4 2024)
25,194
Value
$493.5K
% of portfolio
0.1%
Quarters held
2
Since Q3 2024
Holdings of ET by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202425,194$493.5K0.1%+772+3.2%AddedHolders
Q3 202424,422$392.0K0.1%+24,422NewHolders