Number of Shares
375
Previous 3,497 89.28%
Holding current value
$12.3 Million
Previous $113 Million 89.09%
% of portfolio
0.01%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
N/A
-3,122 Reduced 89.28%
375 $12.3 Million
Q4 2023

May 15, 2024

BUY
N/A
3,497 New
3,497 $110 Million
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. and customize your updates to receive the information that matters most to you.

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.