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47,475 Shares in KraneShares CSI China Internet ETF (NYSEARCA:KWEB) Acquired by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC bought a new position in KraneShares CSI China Internet ETF (NYSEARCA:KWEB – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 47,475 shares of the company’s stock, valued at approximately $1,434,000. Other institutional investors and hedge […]
Global Retirement Partners Wealth Management Inc Arcus Capital Partners Securities Exchange Commission Trinitypoint Wealth Get Rating

TrinityPoint Wealth LLC Sells 9,838 Shares of Blackstone Inc. (NYSE:BX)

TrinityPoint Wealth LLC lowered its holdings in shares of Blackstone Inc. (NYSE:BX – Get Rating) by 34.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 18,387 shares of the asset manager’s stock after selling 9,838 shares during the period. TrinityPoint Wealth LLC’s holdings in Blackstone were worth $1,364,000 at the end of the […]
United States Joseph Baratta Holdings Channel Ellevest Inc Blackstone Inc Goldman Sachs Group

TrinityPoint Wealth LLC Sells 77 Shares of Trane Technologies plc (NYSE:TT)

TrinityPoint Wealth LLC lessened its holdings in Trane Technologies plc (NYSE:TT – Get Rating) by 0.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,833 shares of the company’s stock after selling 77 shares during the quarter. TrinityPoint Wealth […]
United States Asia Pacific Evanm Turtz Paula Camuti Waldron Private Wealth Trane Technologies Plc
Source: wkrb13.com

TrinityPoint Wealth LLC Decreases Holdings in SPDR S&P Regional Banking ETF (NYSEARCA:KRE)

TrinityPoint Wealth LLC trimmed its holdings in shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Get Rating) by 1.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 42,497 shares of the exchange traded fund’s stock after selling 632 shares during the period. […]
United States Fnb Corp Pa Susquehanna Bancshares Inc Third Bancorp Bancorp Inc Simplex Trading
Source: wkrb13.com

Amgen Inc. (NASDAQ:AMGN) Shares Purchased by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC increased its holdings in Amgen Inc. (NASDAQ:AMGN – Get Rating) by 0.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,049 shares of the medical research company’s stock after purchasing an additional 46 shares during the […]
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Cisco Systems, Inc. (NASDAQ:CSCO) Shares Acquired by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 4.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,700 shares of the network equipment provider’s stock after acquiring an additional 1,368 shares during the […]
Prat Bhatt Deborahl Stahlkopf Raymond James Retirement Financial Solutions Trinitypoint Wealth Network Management Interfaces
Source: wkrb13.com

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