TW

TrinityPoint Wealth, LLC

13F
TrinityPoint Wealth, LLC
Last update 2024-02-16 297 Stocks (16 new)
Value $552.00 Mil Turnover 6 %
Countries:
Portfolio Report
TrinityPoint Wealth, LLC's Top Stock Picks View Full List
Ticker
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change

TrinityPoint Wealth, LLC Total Holding History ($B)

To

TrinityPoint Wealth, LLC's Asset Allocation

To

TrinityPoint Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TrinityPoint Wealth, LLC's Hypothetical Growth since 2023-12-31

TrinityPoint Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

TrinityPoint Wealth, LLC's Holdings Heat Map

Size field:

TrinityPoint Wealth, LLC's Holdings Bubble Chart

TrinityPoint Wealth, LLC News

  • 1

Discussions on TrinityPoint Wealth, LLC

No discussions yet.