Clear Point Advisors Inc. First Tr Ex Tr Fd Viii Cboe Ve Transaction History

Clear Point Advisors Inc.

$111 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 May 15, 2024	BUY	$22.43 - $23.72 $105,106 - $111,151	4,686 New	4,686 $111 Million

Others Institutions Holding QDEC

# of Institutions

101

Shares Held

8.48M

Call Options Held

0

Put Options Held

0

Sequent Planning LLC Omaha, NE

2M
Shares

$56.3 Million
18.86% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

926K
Shares

$26 Million
0.06% of portfolio
Cetera Investment Advisers Schaumburg, IL

486K
Shares

$13.7 Million
0.03% of portfolio
Ferguson Shapiro LLC

439K
Shares

$12.3 Million
7.34% of portfolio
Kaye Capital Management El Segundo, CA

383K
Shares

$10.8 Million
4.71% of portfolio

About FIRST TR EX-TR FD VIII CBOE VE

Ticker QDEC
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