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Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA) Shares Bought by Towerpoint Wealth LLC

Towerpoint Wealth LLC grew its position in Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA – Free Report) by 0.8% in the 4th quarter, Holdings Channel reports. The institutional investor owned 239,264 shares of the company’s stock after purchasing an additional 1,837 shares during the period. Vanguard FTSE Developed Markets Index Fund ETF Shares […]
Vanguard Developed Markets Index Fund Moneta Group Investment Advisors Towerpoint Wealth Index Fund Holdings Channel Morgan Stanley

Towerpoint Wealth LLC Has $316,000 Stake in Tesla, Inc. (NASDAQ:TSLA)

Towerpoint Wealth LLC decreased its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 31.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,271 shares of the electric vehicle producer’s stock after selling 582 shares during the quarter. Towerpoint Wealth LLC’s holdings in […]
United States Edward Jones Robynm Denholm Halpern Financial Inc Alpha Paradigm Partners Towerpoint Wealth

Towerpoint Wealth LLC Takes $201,000 Position in The Walt Disney Company (NYSE:DIS)

Towerpoint Wealth LLC purchased a new stake in The Walt Disney Company (NYSE:DIS – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund purchased 2,225 shares of the entertainment giant’s stock, valued at approximately $201,000. A number of other institutional investors have also made changes to their […]
Walt Disney Sonial Coleman Walt Disney Company Profile Goldman Sachs Group Walt Disney Pictures National Geographic Studios

Towerpoint Wealth LLC Sells 582 Shares of Tesla, Inc. (NASDAQ:TSLA)

Towerpoint Wealth LLC lessened its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 31.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,271 shares of the electric vehicle producer’s stock after selling 582 shares during the period. Towerpoint Wealth LLC’s holdings […]
United States Redburn Atlantic Robynm Denholm Alpha Paradigm Partners Halpern Financial Inc Deutsche Bank Aktiengesellschaft
Source: wkrb13.com

Towerpoint Wealth LLC Invests $201,000 in The Walt Disney Company (NYSE:DIS)

Towerpoint Wealth LLC bought a new position in The Walt Disney Company (NYSE:DIS – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 2,225 shares of the entertainment giant’s stock, valued at approximately $201,000. Several other large investors have […]
Sonial Coleman Walt Disney National Geographic Addenda Capital Inc Factory Mutual Insurance Co Walt Disney Company Profile
Source: wkrb13.com

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Ballentine Partners LLC Grows Stock Holdings in Verizon Communications Inc. (NYSE:VZ)

Ballentine Partners LLC grew its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 139.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 48,852 shares of the cell phone carrier’s stock after purchasing an additional 28,473 shares during the quarter. […]
Ballentine Partners Woodtrust Financial Corp Securities Exchange Commission Wells Fargo Company Point Inc Verizon Business Group

Towerpoint Wealth LLC Sells 582 Shares of Tesla, Inc. (NASDAQ:TSLA)

Towerpoint Wealth LLC lessened its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 31.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,271 shares of the electric vehicle producer’s stock after selling 582 shares during the period. Towerpoint Wealth LLC’s holdings […]
United States Redburn Atlantic Robynm Denholm Halpern Financial Inc Deutsche Bank Aktiengesellschaft Alpha Paradigm Partners

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Bought by Leonard Rickey Investment Advisors P.L.L.C.

Leonard Rickey Investment Advisors P.L.L.C. grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 12.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,678 shares of the exchange traded fund’s stock after purchasing an additional 647 shares during […]
United States Strategiq Financial Group Legacy Wealth Management Inc Index Fund Planning Alternatives Ltd Towerpoint Wealth

Towerpoint Wealth LLC Buys Shares of 5,476 Verizon Communications Inc. (NYSE:VZ)

Towerpoint Wealth LLC purchased a new stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The fund purchased 5,476 shares of the cell phone carrier’s stock, valued at approximately $206,000. Other hedge funds have also recently made changes to […]
Fidelitydd Bancorp Inc Regal Investment Advisors Verizon Business Group Verizon Communications Portland Investment Counsel Inc Verizon Communications Trading

The Walt Disney Company (NYSE:DIS) Shares Purchased by Dumont & Blake Investment Advisors LLC

Dumont & Blake Investment Advisors LLC increased its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 77.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,184 shares of the entertainment giant’s stock after purchasing an additional 5,323 shares […]
United States Sonial Coleman Raymond James Walt Disney Factory Mutual Insurance Co Investment Consultants
Source: wkrb13.com

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