Clear Point Advisors Inc. Barclays Bank PLC Transaction History
Clear Point Advisors Inc.
- $111 Billion
- Q1 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 167,108 shares of CAPE stock, worth $5.19 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
167,108
Previous 208,015
19.67%
Holding current value
$5.19 Million
Previous $6.23 Billion
18.53%
% of portfolio
4.57%
Previous 5.33%
Shares
6 transactions
Others Institutions Holding CAPE
# of Institutions
41Shares Held
6.69MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.98MShares$61.5 Million8.08% of portfolio
-
Straightline Group LLC Troy, MI961KShares$29.8 Million18.88% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL868KShares$26.9 Million10.24% of portfolio
-
Evensky & Katz LLC555KShares$17.2 Million1.13% of portfolio
-
Ubs Group Ag310KShares$9.62 Million0.0% of portfolio