📰 Trinitypoint Wealth News
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July 31, 2023
Intellectus Partners LLC increased its position in shares of Bank of America Co. (NYSE:BAC) by 10.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,248 shares of the financial services provider’s stock after purchasing an additional 3,823 shares […]
July 31, 2023
TrinityPoint Wealth LLC lifted its position in shares of Soluna Holdings, Inc. (NASDAQ:SLNH – Free Report) by 1,824.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 346,058 shares of the company’s stock after purchasing an additional 328,080 shares […]
July 31, 2023
TrinityPoint Wealth LLC raised its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 3.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,882 shares of the company’s stock after buying an additional 172 shares during the […]
July 31, 2023
Sovereign Financial Group Inc. grew its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 6.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,058 shares of the company’s stock after acquiring an additional 1,201 shares during the quarter. Vanguard Small-Cap ETF accounts […]
July 30, 2023
TrinityPoint Wealth LLC boosted its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 6.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,009 shares of the exchange traded fund’s stock after acquiring an additional 236 […]
July 30, 2023
Holistic Financial Partners lessened its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 3.0% in the first quarter, Holdings Channel reports. The fund owned 27,886 shares of the exchange traded fund’s stock after selling 858 shares during the quarter. iShares Russell 1000 Growth ETF makes up about 5.3% of Holistic Financial […]
July 30, 2023
TrinityPoint Wealth LLC decreased its holdings in shares of The Southern Company (NYSE:SO – Free Report) by 6.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,553 shares of the utilities provider’s stock after selling 1,023 shares during the period. TrinityPoint Wealth […]
July 30, 2023
Aspire Capital Advisors LLC bought a new stake in NIKE, Inc. (NYSE:NKE – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,094 shares of the footwear maker’s stock, valued at approximately $257,000. Several other hedge funds […]
July 30, 2023
TrinityPoint Wealth LLC acquired a new stake in Arista Networks, Inc. (NYSE:ANET – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The fund acquired 1,361 shares of the technology company’s stock, valued at approximately $228,000. Other institutional investors have also recently bought and sold shares […]
July 30, 2023
Aspire Capital Advisors LLC purchased a new stake in NIKE, Inc. (NYSE:NKE – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 2,094 shares of the footwear maker’s stock, valued at approximately $257,000. Other large investors also recently modified their holdings […]