Clear Point Advisors Inc. Purchases and Sells in Q3 2024

Clear Point Advisors Inc.

$129 Billion
Q3 2024

Top Buys

Incresed Positions

156 operations

Stock	Shares change	Price Range	Shares Held	Trade History
J P MORGAN EXCHANGE TRADED F	19.7K + 71.09%	N/A	47.4K $2.59B
FMAY	9.16K + 20.13%	$43.21 - $46.51 $396K - $426K	54.7K $2.54B
BAR	5.71K + 6.98%	$23.01 - $26.37 $131K - $150K	87.4K $2.27B
AAPL	109 + 0.92%	$207.23 - $234.82 $22.6K - $25.6K	11.9K $2.78B
VGIT	4.3K + 68.43%	$57.8 - $60.8 $249K - $261K	10.6K $639M
MDY	8 + 0.13%	$523.84 - $572.02 $4.19K - $4.58K	6.23K $3.55B

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMH	971 New	$211.47 - $281.27 $205K - $273K	971 $238M
VGSH	3.32K New	$57.74 - $59.13 $191K - $196K	3.32K $196M
SCHO	2.39K New	$47.93 - $49.06 $114K - $117K	2.39K $117M
FIRST TR EXCHNG TRADED FD VI	5.5K New	N/A	5.5K $112M
CAPITAL GRP FIXED INCM ETF T	3.78K New	N/A	3.78K $102M
XLU	453 New	$67.67 - $80.78 $30.7K - $36.6K	453 $36.6M

Top Sells

Reduced Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	-2.55K - 6.8%	$100.09 - $100.69 $255K - $256K	34.9K $3.52B
VOO	-422 - 17.0%	$475.2 - $527.7 $201K - $223K	2.06K $1.09B
JMST	-2.76K - 8.0%	$50.61 - $50.96 $139K - $140K	31.7K $1.61B
GLD	-608 - 28.79%	$215.56 - $246.98 $131K - $150K	1.5K $366M
COWZ	-1.47K - 63.28%	$53.41 - $57.9 $78.4K - $85K	852 $49.3M
GOOGL	-370 - 59.11%	$148.65 - $191.18 $55K - $70.7K	256 $42.5M

Activity Summary All Purchases 176 New Holdings 20 Increased Positions 156 All Sells 57 Reductions 57 Sold out 0 Calls 0 Puts 0

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