TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
LPLA holding history
LPL Financial 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.
LPLA overviewAll 13F holders of LPLAFull Q4 2024 holdings
- Shares (Q4 2024)
- 5,689
- Value
- $1.86M
- % of portfolio
- 0.3%
- Quarters held
- 3
- Since Q2 2024