Clear Point Advisors Inc. Innovator Etfs Tr Laddered Fd Transaction History
Clear Point Advisors Inc.
- $117 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding BUFB
# of Institutions
68Shares Held
4.1MCall Options Held
0Put Options Held
0-
Capital Asset Advisory Services LLC Haslett, MI581KShares$17.4 Million0.94% of portfolio
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Axxcess Wealth Management, LLC Carlsbad, CA468KShares$14.1 Million0.38% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ246KShares$7.38 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC237KShares$7.12 Million0.0% of portfolio
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Seros Financial, LLC Tempe, AZ203KShares$6.09 Million4.76% of portfolio