Clear Point Advisors Inc. Barclays Bank PLC Call Options Transaction History
Clear Point Advisors Inc.
- $119 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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Straightline Group LLC Troy, MI961KShares$30.9 Million18.88% of portfolio
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Walled Lake Planning & Wealth Management, LLC Winnetka, IL873KShares$28.1 Million10.82% of portfolio
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Evensky & Katz LLC552KShares$17.7 Million1.07% of portfolio
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Foundations Investment Advisors, LLC353KShares$11.4 Million0.19% of portfolio