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Stone Point Wealth LLC decreased its position in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 35.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 25,171 shares of the company’s stock after selling 13,679 shares during the period. Stone Point Wealth LLC’s […]
Stone Point Wealth LLC lowered its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 7.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 16,486 shares of the company’s stock after selling 1,291 shares during the period. Stone Point […]
Stone Point Wealth LLC lifted its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 9.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 19,018 shares of the company’s stock after acquiring an additional […]
Stone Point Wealth LLC decreased its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 5.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,016 shares of the company’s stock after selling 995 shares during the quarter. Stone […]
Stone Point Wealth LLC raised its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 4.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,971 shares of the company’s stock after buying an additional 90 shares during the quarter. Stone Point […]