Page 37 - Trinitypoint Wealth News Today

Intellectus Partners LLC raised its holdings in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 6.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,946 shares of the wireless technology company’s stock after buying an additional 1,377 shares […]

Axxcess Wealth Management LLC raised its holdings in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 85.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,393 shares of the exchange traded fund’s stock after purchasing an additional 7,991 […]

Synergy Financial Group LTD lowered its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 13.3% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,143 shares of the credit services provider’s stock after selling 637 shares during the quarter. Synergy […]

TrinityPoint Wealth LLC lifted its stake in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 5.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 31,524 shares of the company’s stock after buying an additional 1,581 shares during the […]

TrinityPoint Wealth LLC lifted its position in shares of Schwab Municipal Bond ETF (NYSEARCA:SCMB – Free Report) by 49.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 24,535 shares of the company’s stock after buying an additional 8,116 shares during the quarter. TrinityPoint […]

TrinityPoint Wealth LLC increased its position in SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) by 0.5% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 52,960 shares of the exchange traded fund’s stock after acquiring an additional 250 shares during the quarter. SPDR S&P […]

TrinityPoint Wealth LLC trimmed its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 0.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,263 shares of the conglomerate’s stock after selling 129 shares during the quarter. Honeywell International […]

TrinityPoint Wealth LLC reduced its position in Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) by 0.4% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 87,326 shares of the company’s stock after selling 374 shares during the period. Vanguard FTSE Pacific ETF accounts for about 1.3% of […]

TrinityPoint Wealth LLC lifted its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 2.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 261,731 shares of the company’s stock after buying an additional 6,771 shares during the period. […]

TrinityPoint Wealth LLC reduced its position in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) by 8.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 124,835 shares of the exchange traded fund’s stock after selling […]