TrinityPoint Wealth, LLC

SEC CIK: 0001766510
Latest filing: Feb 14, 2025

SEC filings (opens in a new tab)

MTB holding history

M&T Bank Corp 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.

MTB overview All 13F holders of MTB Full Q4 2024 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2022

Holdings of MTB by TrinityPoint Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−1,505−100.0%	Sold out	Holders
Q4 2022	1,505	$218.4K	<0.1%	−28−1.8%	Reduced	Holders
Q3 2022	1,533	$270.0K	0.1%	+73+5.0%	Added	Holders
Q2 2022	1,460	$233.0K	0.1%	+1,460	New	Holders