Clear Point Advisors Inc. Vanguard Transaction History
Clear Point Advisors Inc.
- $111 Billion
- Q1 2025
A detailed history of Clear Point Advisors Inc. transactions in Vanguard stock. As of the latest transaction made, Clear Point Advisors Inc. holds 3,863 shares of VGSH stock, worth $226,526. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,863Holding current value
$226,526% of portfolio
0.2%Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
1,025Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio