Clear Point Advisors Inc. Engine No 1 ETF Tr Transform C Transaction History
Clear Point Advisors Inc.
- $117 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding NETZ
# of Institutions
51Shares Held
8.32MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL2.66MShares$198 Million3.33% of portfolio
-
Jpmorgan Chase & CO New York, NY2.01MShares$150 Million0.01% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.91MShares$142 Million3.65% of portfolio
-
Envestnet Asset Management Inc741KShares$55.2 Million0.02% of portfolio
-
Aspiriant, LLC131KShares$9.79 Million0.35% of portfolio