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TrinityPoint Wealth LLC lowered its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 12.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,433 shares of the company’s stock after selling 753 shares during the […]
TrinityPoint Wealth LLC lowered its stake in Citigroup Inc. (NYSE:C – Free Report) by 4.9% in the 4th quarter, Holdings Channel reports. The firm owned 7,108 shares of the company’s stock after selling 366 shares during the quarter. TrinityPoint Wealth LLC’s holdings in Citigroup were worth $366,000 at the end of the most recent reporting […]
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 […]
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 […]
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 […]