TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
USB holding history
US Bancorp DE 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.
USB overviewAll 13F holders of USBFull Q4 2024 holdings
- Shares (Q4 2024)
- 10,355
- Value
- $495.3K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 10,355 | $495.3K | 0.1% | +231+2.3% | Added | Holders |
| Q3 2024 | 10,124 | $463.0K | 0.1% | +1,350+15.4% | Added | Holders |
| Q2 2024 | 8,774 | $348.3K | 0.1% | +1,109+14.5% | Added | Holders |
| Q1 2024 | 7,665 | $342.6K | 0.1% | +555+7.8% | Added | Holders |
| Q4 2023 | 7,110 | $307.7K | 0.1% | +7,110 | New | Holders |