Clear Point Advisors Inc. Barclays Bank PLC Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2025
A detailed history of Clear Point Advisors Inc. transactions in Barclays Bank PLC stock. As of the latest transaction made, Clear Point Advisors Inc. holds 157,490 shares of CAPE stock, worth $4.91 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
157,490
Previous 171,108
7.96%
Holding current value
$4.91 Million
Previous $5.44 Billion
5.73%
% of portfolio
3.99%
Previous 4.59%
Shares
8 transactions
Others Institutions Holding CAPE
# of Institutions
45Shares Held
6.99MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.99MShares$62 Million6.82% of portfolio
-
Straightline Group LLC Troy, MI1.01MShares$31.6 Million18.92% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL873KShares$27.2 Million10.82% of portfolio
-
Evensky & Katz LLC552KShares$17.2 Million1.07% of portfolio
-
Foundations Investment Advisors, LLC514KShares$16 Million0.27% of portfolio