Number of Shares
10,691
Previous 10,691 -0.0%
Holding current value
$335 Million
Previous $319 Million 5.06%
% of portfolio
0.26%
Previous 0.26%

Shares

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

Aug 14, 2024

SELL
N/A
-245 Reduced 2.24%
10,691 $319 Million
Q1 2024

May 15, 2024

SELL
N/A
-12 Reduced 0.11%
10,936 $316 Million
Q4 2023

May 15, 2024

BUY
N/A
10,948 New
10,948 $314 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.