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TrinityPoint Wealth LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 17.4% in the 4th quarter, Holdings Channel reports. The institutional investor owned 2,922 shares of the company’s stock after purchasing an additional 433 shares during the period. TrinityPoint Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond […]

TrinityPoint Wealth LLC lessened its holdings in Bank of America Co. (NYSE:BAC – Free Report) by 9.4% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 37,562 shares of the financial services provider’s stock after selling 3,885 shares during the period. TrinityPoint Wealth LLC’s […]

TrinityPoint Wealth LLC lessened its stake in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 15.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,853 shares of the business services provider’s stock after selling 1,269 shares during the period. TrinityPoint Wealth LLC’s holdings […]

TrinityPoint Wealth LLC cut its stake in The Southern Company (NYSE:SO – Free Report) by 3.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,440 shares of the utilities provider’s stock after selling 632 shares during the quarter. TrinityPoint Wealth LLC’s holdings […]

TrinityPoint Wealth LLC lessened its stake in shares of BlackRock MuniYield Quality Fund III, Inc. (NYSE:MYI – Free Report) by 24.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 125,359 shares of the investment management company’s stock after selling 39,836 shares […]