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
Others Institutions Holding QDEC
# of Institutions
89Shares Held
8.11MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE1.86MShares$49.3 Million18.77% of portfolio
-
Stuart Chaussee & Associates, Inc.1.8MShares$47.7 Million31.81% of portfolio
-
Cetera Investment Advisers Schaumburg, IL437KShares$11.6 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL302KShares$8.03 Million0.0% of portfolio
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Kestra Advisory Services, LLC284KShares$7.54 Million0.05% of portfolio