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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

SOLV holding history

Solventum 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.

SOLV overviewAll 13F holders of SOLVFull Q4 2024 holdings

Shares (Q4 2024)
22,064
Value
$1.46M
% of portfolio
0.2%
Quarters held
3
Since Q2 2024
Holdings of SOLV by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202422,064$1.46M0.2%+567+2.6%AddedHolders
Q3 202421,497$1.50M0.2%−13,148−38.0%ReducedHolders
Q2 202434,645$1.83M0.3%+34,645NewHolders