TrinityPoint Wealth, LLC quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, TrinityPoint Wealth, LLC opened 0 positions, added to 1, reduced 0, sold out of 4 and left 0 unchanged. The largest increase in value was DISCOVER FINL SVCS (+$150,660); the largest decrease was BLACKROCK INC (-$1,418,564).
- DISCOVER FINL SVCS: Country of operation United States; Class COM; Shares 2024-09-30 3,440; Shares 2024-12-31 3,655.
Two Form 13F-HR filings compared (SEC CIK 1766510): 2024-09-30 (filed 2024-11-07) and 2024-12-31 (filed 2025-02-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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