Clear Point Advisors Inc. WISDOMTREE TR Transaction History

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024
Number of Shares
5,364
Previous 4,022 33.37%
Holding current value
$272 Million
Previous $201 Million 35.72%
% of portfolio
0.21%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
N/A
1,342 Added 33.37%
5,364 $272 Million
Q2 2024

Aug 14, 2024
BUY
N/A
4,022 New
4,022 $201 Million
Q1 2024

May 15, 2024
BUY
N/A
0 New
0 $5.01 Million
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