Clear Point Advisors Inc. Vanguard Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q1 2024
A detailed history of Clear Point Advisors Inc. transactions in Vanguard stock. As of the latest transaction made, Clear Point Advisors Inc. holds 3,760 shares of VGSH stock, worth $218,944. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,760
Previous 3,740
0.53%
Holding current value
$218,944
Previous $218 Million
0.1%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
894Shares Held
241MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.92 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.27 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$399 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$398 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.73MShares$392 Million0.15% of portfolio