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 |
|---|---|---|---|---|---|---|---|---|---|
| LEIDOS HOLDINGS INC | COM | 401 | $221,676 | 2,048 | 0.00 | 2,048 | +Inf | 12-31-2023 | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 402 | $220,469 | 585 | 0.00 | 585 | +Inf | 12-31-2023 | |
| ZIONS BANCORPORATION N A | COM | 403 | $215,241 | 4,906 | 0.00 | 0.00 | -862 | -14.94 | 12-31-2023 |
| HEICO CORP NEW | COM | 404 | $213,064 | 1,191 | 0.00 | 1,191 | +Inf | 12-31-2023 |
