TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
HLI holding history
Houlihan Lokey, 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.
HLI overviewAll 13F holders of HLIFull Q4 2024 holdings
- Shares (Q4 2024)
- 1,411
- Value
- $245.0K
- % of portfolio
- <0.1%
- Quarters held
- 1
- Since Q4 2024