Clear Point Advisors Inc. Putnam ETF Tr Putnam Focused L Transaction History
Clear Point Advisors Inc.
- $117 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding PVAL
# of Institutions
119Shares Held
36MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.74MShares$219 Million0.02% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA3.76MShares$143 Million0.73% of portfolio
-
Ubs Group Ag2.9MShares$111 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$92 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.31MShares$88.2 Million0.19% of portfolio