Clear Point Advisors Inc. INVST MNGS SRS TR AXS INV DLY ETF IV Transaction History

Clear Point Advisors Inc.

  • $122 Billion
  • Q1 2024
Number of Shares
22
Previous 20 10.0%
Holding current value
$604,000
Previous $519,000 16.38%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
N/A
2 Added 10.0%
22 $604,000
Q4 2023

May 15, 2024
BUY
N/A
20 New
20 $519,000
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