Skip to main content

TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

SHLS holding history

Shoals Technologies Group, 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.

SHLS overviewAll 13F holders of SHLSFull Q4 2024 holdings

Shares (Q4 2024)
10,465
Value
$57.9K
% of portfolio
<0.1%
Quarters held
2
Since Q3 2024
Holdings of SHLS by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202410,465$57.9K<0.1%−316−2.9%ReducedHolders
Q3 202410,781$60.5K<0.1%+10,781NewHolders