Clear Point Advisors Inc. Ishares U S ETF Tr Int Rate He Call Options Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LQDH
# of Institutions
83Shares Held
3.34MCall Options Held
0Put Options Held
0-
Destination Wealth Management751KShares$70.3 Million2.33% of portfolio
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Bank Of America Corp Charlotte, NC325KShares$30.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC217KShares$20.3 Million0.01% of portfolio
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Leo Wealth, LLC Hurst, TX217KShares$20.3 Million1.85% of portfolio
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Leo Brokerage, LLC187KShares$17.5 Million1.99% of portfolio