Clear Point Advisors Inc. Innovator Etfs Tr S&P Invt Gra Transaction History

Clear Point Advisors Inc.

$117 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$18.41 - $19.93 $18 - $19	1 Added 9.09%	12 $229,000
Q4 2023 May 15, 2024	BUY	$16.51 - $18.96 $181 - $208	11 New	11 $208,000

Others Institutions Holding EPRF

# of Institutions

38

Shares Held

2.16M

Call Options Held

0

Put Options Held

0

Jaffetilchin Investment Partners, LLC Tampa, FL

566K
Shares

$10.1 Million
0.76% of portfolio
Royal Bank Of Canada Toronto, A6

408K
Shares

$7.26 Million
0.0% of portfolio
Bivin & Associates, Inc. Ponca City, OK

203K
Shares

$3.62 Million
4.27% of portfolio
Whipplewood Advisors, LLC Littleton, CO

97.1K
Shares

$1.73 Million
0.37% of portfolio
Websterrogers Financial Advisors, LLC

92.8K
Shares

$1.65 Million
0.57% of portfolio

About INNOVATOR ETFS TR S&P INVT GRA

Ticker EPRF
Sector ETFs
Industry ETFs

More about EPRF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.