Clear Point Advisors Inc. Barclays Bank PLC Transaction History
Clear Point Advisors Inc.
- $119 Billion
- Q2 2025
A detailed history of Clear Point Advisors Inc. transactions in Barclays Bank PLC stock. As of the latest transaction made, Clear Point Advisors Inc. holds 171,108 shares of CAPE stock, worth $5.5 Million. This represents 4.59% of its overall portfolio holdings.
Number of Shares
171,108
Previous 167,108
2.39%
Holding current value
$5.5 Million
Previous $5.08 Billion
7.18%
% of portfolio
4.59%
Previous 4.57%
Shares
7 transactions
Others Institutions Holding CAPE
# of Institutions
43Shares Held
6.58MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.99MShares$64 Million6.82% of portfolio
-
Straightline Group LLC Troy, MI961KShares$30.9 Million18.88% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL873KShares$28.1 Million10.82% of portfolio
-
Evensky & Katz LLC552KShares$17.7 Million1.07% of portfolio
-
Foundations Investment Advisors, LLC353KShares$11.4 Million0.19% of portfolio