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Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC) Shares Sold by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC cut its stake in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) by 16.0% in the fourth quarter, Holdings Channel reports. The fund owned 15,342 shares of the exchange traded fund’s stock after selling 2,929 shares during the period. TrinityPoint Wealth LLC’s holdings in Invesco Optimum Yield […]
Company Profile City Holding Co Global Retirement Partners Eagle Bay Advisors Holdings Channel Trinitypoint Wealth

TrinityPoint Wealth LLC Increases Stock Position in International Paper (NYSE:IP)

TrinityPoint Wealth LLC lifted its holdings in shares of International Paper (NYSE:IP – Free Report) by 6.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,605 shares of the basic materials company’s stock after buying an additional 608 shares during […]
United States International Paper Royal Bank International Paper Company International Paper Dividend Announcement Capital Management

10,958 Shares in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT) Bought by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC purchased a new stake in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 10,958 shares of the company’s stock, valued at approximately $358,000. A number of other institutional […]
Trinitypoint Wealth Davis Investment Partners Bouchey Financial Group Ltd Hennion Walsh Asset Management Inc Harel Insurance Investments Financial Services Ltd Company Profile

TrinityPoint Wealth LLC Sells 2,838 Shares of Ford Motor (NYSE:F)

TrinityPoint Wealth LLC cut its holdings in Ford Motor (NYSE:F – Free Report) by 20.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,061 shares of the auto manufacturer’s stock after selling 2,838 shares during the quarter. TrinityPoint Wealth LLC’s holdings in […]
Los Angeles United States Jonm Huntsman Jr Sanfordc Bernstein Piper Sandler Mark Kosman

TrinityPoint Wealth LLC Trims Stake in Bristol-Myers Squibb (NYSE:BMY)

TrinityPoint Wealth LLC decreased its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 78.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 8,128 shares of the biopharmaceutical company’s stock after selling 29,722 shares during the quarter. TrinityPoint Wealth LLC’s holdings in […]
United States William Blair Pomalyst Imnovid Societe Generale Bristol Myers Squibb Institute For Wealth Management

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TrinityPoint Wealth LLC Buys 12 Shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)

TrinityPoint Wealth LLC lifted its stake in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 4.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 262 shares of the biopharmaceutical company’s stock after acquiring an additional 12 shares during the quarter. TrinityPoint Wealth […]
Sanfordc Bernstein Leonards Schleifer Marion Mccourt Insider Activity At Regeneron Pharmaceuticals Regeneron Pharmaceuticals Company Profile Quarter For Regeneron Pharmaceuticals

TrinityPoint Wealth LLC Acquires Shares of 1,191 HEICO Co. (NYSE:HEI)

TrinityPoint Wealth LLC bought a new position in HEICO Co. (NYSE:HEI – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 1,191 shares of the aerospace company’s stock, valued at approximately $213,000. Several other hedge funds have also made changes to their positions in HEI. […]
United States Frankj Schwitter Alan Schriesheim Stifel Nicolaus Alpine Woods Capital Investors Trinitypoint Wealth

TrinityPoint Wealth LLC Decreases Stock Position in iShares U.S. Home Construction ETF (BATS:ITB)

TrinityPoint Wealth LLC reduced its position in iShares U.S. Home Construction ETF (BATS:ITB – Free Report) by 5.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,435 shares of the exchange traded fund’s stock after selling 150 shares during the period. […]
United States Dow Jones Simplex Trading Vestor Capital Tortoise Investment Management Avior Wealth Management

TrinityPoint Wealth LLC Purchases 65 Shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

TrinityPoint Wealth LLC grew its position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 8.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 843 shares of the exchange traded fund’s stock after purchasing an additional 65 shares during the period. […]
United States Tower Research Capital Company Profile International Assets Investment Management Price Performance Trinitypoint Wealth

TrinityPoint Wealth LLC Invests $277,000 in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

TrinityPoint Wealth LLC acquired a new stake in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 1,085 shares of the company’s stock, valued at approximately $277,000. Several other institutional investors and hedge funds have also recently added to […]
United States Robertw Baird Piper Sandler Shawn Henry Burtw Podbere Securities Exchange Commission

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