Clear Perspectives Financial Planning, LLC Vanguard Bd Index Fd Inc Total Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	N/A	-272 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	N/A	272 New	272 $23,000
Q3 2021 Nov 05, 2021	SELL	N/A	-7 Closed	0 $0
Q2 2021 Aug 05, 2021	BUY	N/A	7 New	7 $1,000

Others Institutions Holding BND

# of Institutions

1,489

Shares Held

873M

Call Options Held

56.3K

Put Options Held

27.8K

Northwestern Mutual Wealth Management CO

119M
Shares

$8.55 Billion
8.87% of portfolio
Morgan Stanley New York, NY

91.3M
Shares

$6.58 Billion
0.54% of portfolio
Jpmorgan Chase & CO New York, NY

79.9M
Shares

$5.75 Billion
0.53% of portfolio
Creative Planning Overland Park, KS

75.7M
Shares

$5.46 Billion
6.11% of portfolio
Vanguard Group Inc Valley Forge, PA

37.3M
Shares

$2.69 Billion
0.05% of portfolio

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