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	$78.72 - $84.18 $21,411 - $22,896	-272 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$84.47 - $85.89 $22,975 - $23,362	272 New	272 $23,000
Q3 2021 Nov 05, 2021	SELL	$85.45 - $86.85 $598 - $607	-7 Closed	0 $0
Q2 2021 Aug 05, 2021	BUY	$84.67 - $85.92 $592 - $601	7 New	7 $1,000

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.01 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.23 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.62 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.43 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.59 Billion
0.07% of portfolio

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