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Elevation Point Wealth Partners LLC Lowers Stake in Atlassian Co. (NASDAQ:TEAM)

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Elevation Point Wealth Partners LLC lowered its stake in shares of Atlassian Co. (NASDAQ:TEAM - Free Report) by 32.2% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,468 shares of the technology company's stock after s

NASDAQ:TEAM
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Elevation Point Wealth Partners LLC Has $948,000 Stock Holdings in The Boeing Company (NYSE:BA)

MarketBeat

Elevation Point Wealth Partners LLC lifted its holdings in The Boeing Company (NYSE:BA - Free Report) by 50.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,558 shares of the aircraft producer's stock after

NYSE:BA
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Elevation Point Wealth Partners LLC Reduces Stake in Salesforce, Inc. (NYSE:CRM)

MarketBeat

Elevation Point Wealth Partners LLC reduced its position in Salesforce, Inc. (NYSE:CRM - Free Report) by 77.7% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,552 shares of the CRM provider's stock after

NYSE:CRM
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Elevation Point Wealth Partners LLC Buys 7,255 Shares of NRG Energy, Inc. (NYSE:NRG)

MarketBeat

Elevation Point Wealth Partners LLC raised its stake in NRG Energy, Inc. (NYSE:NRG - Free Report) by 251.6% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 10,139 shares of the utilities provider's stock after purchasing an additional 7,255 shares during the

NYSE:NRG
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LPL Financial Holdings Inc. (NASDAQ:LPLA) Shares Sold by Elevation Point Wealth Partners LLC

MarketBeat

Elevation Point Wealth Partners LLC decreased its holdings in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA - Free Report) by 19.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,973 shares of the financial services

NASDAQ:LPLA
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Elevation Point Wealth Partners LLC Acquires 8,041 Shares of Walmart Inc. (NYSE:WMT)

MarketBeat

Elevation Point Wealth Partners LLC lifted its holdings in shares of Walmart Inc. (NYSE:WMT - Free Report) by 217.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,743 shares of the r

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EOG Resources, Inc. (NYSE:EOG) Holdings Boosted by Elevation Point Wealth Partners LLC

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Elevation Point Wealth Partners LLC Acquires 13,739 Shares of Flex Ltd. (NASDAQ:FLEX)

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Elevation Point Wealth Partners LLC Raises Stock Position in Lockheed Martin Co. (NYSE:LMT)

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NYSE:LMT
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Boston Scientific Co. (NYSE:BSX) Holdings Decreased by Elevation Point Wealth Partners LLC

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UBS Group AG (NYSE:UBS) Shares Sold by Elevation Point Wealth Partners LLC

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NYSE:UBS
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Elevation Point Wealth Partners LLC Decreases Position in Raymond James (NYSE:RJF)

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Krilogy Financial LLC Increases Position in Manchester United plc (NYSE:MANU)

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Elevation Point Wealth Partners LLC Increases Position in Rockwell Automation, Inc. (NYSE:ROK)

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Elevation Point Wealth Partners LLC Acquires 2,032 Shares of Talen Energy Corporation (NASDAQ:TLN)

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Elevation Point Wealth Partners LLC Boosts Holdings in Medtronic plc (NYSE:MDT)

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Elevation Point Wealth Partners LLC Buys 550 Shares of United Rentals, Inc. (NYSE:URI)

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Elevation Point Wealth Partners LLC Sells 3,839 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)

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Elevation Point Wealth Partners LLC Has $1.88 Million Holdings in Unilever PLC (NYSE:UL)

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Krilogy Financial LLC Takes $1.05 Million Position in CVS Health Co. (NYSE:CVS)

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Elevation Point Wealth Partners LLC Sells 2,779 Shares of Alphabet Inc. (NASDAQ:GOOGL)

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West Branch Capital LLC Grows Stock Position in Meta Platforms, Inc. (NASDAQ:META)

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Krilogy Financial LLC Buys 805 Shares of Meta Platforms, Inc. (NASDAQ:META)

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West Branch Capital LLC Buys 2,697 Shares of Alphabet Inc. (NASDAQ:GOOGL)

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Krilogy Financial LLC Buys Shares of 12,542 Box, Inc. (NYSE:BOX)

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Krilogy Financial LLC Makes New Investment in NIKE, Inc. (NYSE:NKE)

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NYSE:NKE
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Krilogy Financial LLC Purchases New Stake in Peabody Energy Co. (NYSE:BTU)

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NYSE:BTU
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Krilogy Financial LLC Invests $672,000 in Incyte Co. (NASDAQ:INCY)

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NASDAQ:INCY
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Krilogy Financial LLC Invests $764,000 in Citigroup Inc. (NYSE:C)

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Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Howard Capital Management Group LLC

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