Clear Point Advisors Inc. Wisdomtree Yield Enhanced U.S. Transaction History
Clear Point Advisors Inc.
- $117 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding AGGY
# of Institutions
170Shares Held
20.6MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$176 Million0.02% of portfolio
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Cwm, LLC1.18MShares$50.7 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC1.16MShares$50 Million0.02% of portfolio
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Envestnet Asset Management Inc1.09MShares$46.7 Million0.02% of portfolio
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Mercer Global Advisors Inc Denver, CO991KShares$42.7 Million0.1% of portfolio