Clear Point Advisors Inc. Barclays Bank PLC Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q1 2024
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 264,850 shares of CAPE stock, worth $7.46 Million. This represents 6.1% of its overall portfolio holdings.
Number of Shares
264,850
Previous 267,665
1.05%
Holding current value
$7.46 Million
Previous $7.11 Billion
4.35%
% of portfolio
6.1%
Previous 6.28%
Shares
2 transactions
Others Institutions Holding CAPE
# of Institutions
35Shares Held
9.23MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.22MShares$62.5 Million0.02% of portfolio
-
Waddell & Associates, LLC1.95MShares$55 Million7.46% of portfolio
-
Socha Financial Group, LLC Corning, NY1.91MShares$53.8 Million23.46% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL851KShares$24 Million10.55% of portfolio
-
Evensky & Katz LLC607KShares$17.1 Million1.2% of portfolio