Clear Point Advisors Inc. Wisdom Tree Interest Rate Hedg Call Options Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AGZD
# of Institutions
59Shares Held
6.12MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS1.03MShares$23.1 Million1.4% of portfolio
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Trilogy Capital Inc.856KShares$19.2 Million1.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC634KShares$14.2 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC614KShares$13.8 Million0.0% of portfolio
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Win Advisors, Inc459KShares$10.3 Million5.08% of portfolio