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TrinityPoint Wealth LLC Has $274,000 Stock Position in Plug Power Inc. (NASDAQ:PLUG)

TrinityPoint Wealth LLC reduced its stake in shares of Plug Power Inc. (NASDAQ:PLUG – Get Rating) by 12.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 22,157 shares of the electronics maker’s stock after selling 3,095 shares during the period. TrinityPoint Wealth LLC’s holdings in Plug […]
Nelson Van Denburg Campbell Wealth Management Group Catalyst Capital Advisors Riggs Asset Managment Co Power Inc Millburn Ridgefield Corp Royal Bank
Source: wkrb13.com

Oracle Co. (NYSE:ORCL) Stake Decreased by Connectus Wealth LLC

Connectus Wealth LLC lessened its holdings in shares of Oracle Co. (NYSE:ORCL – Get Rating) by 6.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 48,563 shares of the enterprise software provider’s stock after selling 3,372 shares during the […]
Jeffrey Berg Safra Catz Stifel Nicolaus Haverford Financial Services Inc Credit Suisse Group Oracle Co

Pioneer Natural Resources (NYSE:PXD) Shares Sold by Dakota Wealth Management

Dakota Wealth Management lessened its position in shares of Pioneer Natural Resources (NYSE:PXD – Get Rating) by 18.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,054 shares of the oil and gas development company’s stock after selling 3,898 shares during the period. […]
Scott Douglas Sheffield Piper Sandler Highland Capital Management Securities Exchange Commission Rational Advisors Trinitypoint Wealth

TrinityPoint Wealth LLC Acquires New Stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

TrinityPoint Wealth LLC acquired a new stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Get Rating) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 3,087 shares of the company’s stock, valued at approximately $203,000. Other hedge funds have also recently added to or reduced […]
Trinitypoint Wealth Financial Group Ltd Blbb Advisors Gradient Investments Charles Schwab Get Rating
Source: wkrb13.com

TrinityPoint Wealth LLC Sells 950 Shares of SPDR Dow Jones REIT ETF (NYSEARCA:RWR)

TrinityPoint Wealth LLC trimmed its stake in SPDR Dow Jones REIT ETF (NYSEARCA:RWR – Get Rating) by 25.7% during the 4th quarter, Holdings Channel reports. The firm owned 2,746 shares of the company’s stock after selling 950 shares during the quarter. TrinityPoint Wealth LLC’s holdings in SPDR Dow Jones REIT ETF were worth $239,000 at […]
Dow Jones Capital Investment Advisory Services Ep Wealth Advisors Holdings Channel S Capital Wealth Advisors Trinitypoint Wealth
Source: wkrb13.com

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TrinityPoint Wealth LLC Makes New Investment in Wells Fargo & Company (NYSE:WFC)

TrinityPoint Wealth LLC purchased a new position in shares of Wells Fargo & Company (NYSE:WFC) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,084 shares of the financial services provider’s stock, valued at approximately $210,000. Several other institutional investors and hedge funds […]
Kleber Santos News Ratings For Wells Fargo Company Daily Royal Bank Wells Fargo Company Announces Dividend Quarter For Wells Fargo Company Jpmorgan Chase Co
Source: wkrb13.com

Cassaday & Co Wealth Management LLC Makes New Investment in Oracle Co. (NYSE:ORCL)

Cassaday & Co Wealth Management LLC purchased a new position in shares of Oracle Co. (NYSE:ORCL – Get Rating) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 17,091 shares of the enterprise software provider’s stock, valued at approximately […]
Rona Alison Fairhead Safra Catz Piper Sandler Toronto Dominion Bank Cassaday Co Wealth Management Investors Inc

TrinityPoint Wealth LLC Sells 1,005 Shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

TrinityPoint Wealth LLC decreased its position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Get Rating) by 11.6% during the 4th quarter, Holdings Channel reports. The firm owned 7,650 shares of the company’s stock after selling 1,005 shares during the period. TrinityPoint Wealth LLC’s holdings in iShares 10-20 Year Treasury Bond ETF were worth […]
Envestnet Asset Management Inc Forum Financial Management Trinitypoint Wealth Congress Wealth Management Holdings Channel Treasury Bond
Source: wkrb13.com

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