Clear Point Advisors Inc. Barclays Bank PLC Transaction History
Clear Point Advisors Inc.
- $111 Billion
- Q1 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 167,108 shares of CAPE stock, worth $4.98 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
167,108
Previous 208,015
19.67%
Holding current value
$4.98 Million
Previous $6.23 Billion
18.53%
% of portfolio
4.57%
Previous 5.33%
Shares
6 transactions
Others Institutions Holding CAPE
# of Institutions
40Shares Held
8.65MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.27MShares$67.6 Million0.01% of portfolio
-
Waddell & Associates, LLC1.97MShares$58.6 Million6.06% of portfolio
-
Straightline Group LLC Troy, MI1.01MShares$30.1 Million19.83% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL866KShares$25.8 Million10.59% of portfolio
-
Evensky & Katz LLC579KShares$17.3 Million1.14% of portfolio