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

Clear Point Advisors Inc.

$117 Billion
Q4 2024

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

89

Shares Held

8.11M

Call Options Held

0

Put Options Held

0

Sequent Planning LLC Omaha, NE

1.86M
Shares

$49.3 Million
18.77% of portfolio
Stuart Chaussee & Associates, Inc.

1.8M
Shares

$47.7 Million
31.81% of portfolio
Cetera Investment Advisers Schaumburg, IL

437K
Shares

$11.6 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

302K
Shares

$8.03 Million
0.0% of portfolio
Kestra Advisory Services, LLC

284K
Shares

$7.54 Million
0.05% of portfolio

About FIRST TR EX-TR FD VIII CBOE VE

Ticker QDEC
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