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JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Sold by Stone Point Wealth LLC

Stone Point Wealth LLC decreased its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 3.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,587 shares of the company’s stock after selling 1,400 shares during the quarter. Stone Point Wealth […]

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Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Sold by Stone Point Wealth LLC

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 […]

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Stone Point Wealth LLC Sells 205 Shares of Linde plc (NASDAQ:LIN)

Stone Point Wealth LLC lowered its holdings in shares of Linde plc (NASDAQ:LIN – Free Report) by 2.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,224 shares of the basic materials company’s stock after selling 205 shares during the quarter. Linde comprises […]

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Stone Point Wealth LLC Sells 10,564 Shares of Medtronic plc (NYSE:MDT)

Stone Point Wealth LLC decreased its holdings in shares of Medtronic plc (NYSE:MDT – Free Report) by 37.6% during the fourth quarter, HoldingsChannel reports. The fund owned 17,536 shares of the medical technology company’s stock after selling 10,564 shares during the quarter. Stone Point Wealth LLC’s holdings in Medtronic were worth $1,445,000 as of its […]

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Stone Point Wealth LLC Has $968,000 Stock Position in Vanguard Global ex-U S Real Estate ETF (NASDAQ:VNQI)

Stone Point Wealth LLC Has $968,000 Stock Position in Vanguard Global ex-U S Real Estate ETF (NASDAQ:VNQI)
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