Clear Point Advisors Inc. Barclays Bank PLC Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 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 219,122 shares of CAPE stock, worth $6.39 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
219,122
Previous 264,850
17.27%
Holding current value
$6.39 Million
Previous $7.42 Billion
18.09%
% of portfolio
4.99%
Previous 6.1%
Shares
3 transactions
Others Institutions Holding CAPE
# of Institutions
35Shares Held
9.2MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.2MShares$64.1 Million0.02% of portfolio
-
Waddell & Associates, LLC1.95MShares$56.9 Million7.17% of portfolio
-
Socha Financial Group, LLC Corning, NY1.86MShares$54.2 Million24.13% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL853KShares$24.9 Million10.45% of portfolio
-
Evensky & Katz LLC594KShares$17.3 Million1.15% of portfolio