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April 4, 2024
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 […]
April 4, 2024
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 […]
April 4, 2024
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 […]
April 4, 2024
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 […]
April 4, 2024
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 […]
April 4, 2024
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. […]
April 4, 2024
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 […]
April 3, 2024
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 […]
April 3, 2024
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 […]
April 3, 2024
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 […]