Advertisement
Screener

TrinityPoint Wealth, LLC Current Holdings: USA Options

TrinityPoint Wealth, LLC current holdings: USA Options

TrinityPoint Wealth, LLC reported $0.00 billion in put and call options, at their filed underlying value (listed in the US), 1 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are SCHB.

  • SCHB: Country of operation —; Class US BRD MKT ETF · Put; Shares 12,000; Value $1,764.

Form 13F-HR as filed (SEC CIK 1766510): quarter ended 2024-12-31, filed 2025-02-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
SCHB
SCHWAB STRATEGIC TR
US BRD MKT ETF · Put12,000$1,7642024-12-312025-02-14

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet