Clear Point Advisors Inc. First Tr Exchange Traded Fd Ii Transaction History
Clear Point Advisors Inc.
- $117 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding FPXI
# of Institutions
89Shares Held
2.02MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA334KShares$17.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC297KShares$15.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY196KShares$10.2 Million0.0% of portfolio
-
Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.57 Million2.15% of portfolio
-
Sfi Advisors, LLC Montclair, NJ74.4KShares$3.86 Million2.49% of portfolio