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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI CHINA ETF | 351 | $252,671 | 6,202 | 0.00 | 0.00 | -81 | -1.29 | 12-31-2023 |
| ENBRIDGE INC | COM | 352 | $250,985 | 6,968 | 0.00 | 0.00 | 107 | 1.56 | 12-31-2023 |
| ISHARES TR | SELECT DIVID ETF | 353 | $249,796 | 2,131 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | COMP SOFTWARE | 354 | $249,291 | 1,658 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
