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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

IQV holding history

IQVIA Holdings 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.

IQV overviewAll 13F holders of IQVFull Q4 2024 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2021
Holdings of IQV by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−919−100.0%Sold outHolders
Q1 2022919$212.0K<0.1%+161+21.2%AddedHolders
Q4 2021758$214.0K<0.1%+758NewHolders