Clear Point Advisors Inc. J P MORGAN EXCHANGE TRADED F Transaction History

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024
Number of Shares
47,397
Previous 27,703 71.09%
Holding current value
$2.59 Billion
Previous $1.45 Billion 78.95%
% of portfolio
2.0%
Previous 1.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
N/A
19,694 Added 71.09%
47,397 $2.59 Billion
Q2 2024

Aug 14, 2024
SELL
N/A
-7,279 Reduced 20.81%
27,703 $1.45 Billion
Q1 2024

May 15, 2024
SELL
N/A
-2,721 Reduced 7.22%
34,982 $1.84 Billion
Q4 2023

May 15, 2024
BUY
N/A
37,703 New
37,703 $2.02 Billion
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