Clear Perspectives Financial Planning, LLC Pimco Active Bond Exchange Tra Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	N/A	-400 Closed	0 $0
Q1 2021 May 06, 2021	BUY	N/A	400 New	400 $44,000

Others Institutions Holding BOND

# of Institutions

417

Shares Held

33.9M

Call Options Held

Put Options Held

2.3K

Cwm, LLC

2.96M
Shares

$269 Million
1.32% of portfolio
Morgan Stanley New York, NY

2.5M
Shares

$227 Million
0.02% of portfolio
Tectonic Advisors LLC Plano, TX

1.78M
Shares

$162 Million
12.63% of portfolio
Envestnet Asset Management Inc

1.49M
Shares

$135 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

1.06M
Shares

$96.9 Million
0.02% of portfolio

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About PIMCO ACTIVE BOND EXCHANGE TRA

Ticker BOND
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