Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRINITYPOINT WEALTH LLC | 02-08-2024 | 12-31-2023 | 297 | 552,190,032 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 301 | $346,996 | 6,905 | 0.00 | 0.00 | -689 | -9.07 | 12-31-2023 |
| ISHARES TR | NATIONAL MUN ETF | 302 | $343,778 | 3,171 | 0.00 | 0.00 | -213 | -6.29 | 12-31-2023 |
| LISTED FD TR | HORZN KINTCS BL | 303 | $341,597 | 13,913 | 0.00 | 0.00 | -277 | -1.95 | 12-31-2023 |
| DANAHER CORPORATION | COM | 304 | $339,838 | 1,469 | 0.00 | 0.00 | 162 | 12.39 | 12-31-2023 |
