Clear Perspectives Financial Planning, LLC Pimco ETF Tr Enhanced Short Ma Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$98.36 - $99.07 $4,918 - $4,953	-50 Reduced 20.0%	200 $20,000
Q3 2021 Nov 05, 2021	SELL	$100.62 - $100.73 $5,031 - $5,036	-50 Reduced 16.67%	250 $25,000
Q4 2020 Feb 01, 2021	BUY	$100.73 - $100.88 $30,219 - $30,264	300 New	300 $30,000

Others Institutions Holding EMNT

# of Institutions

Shares Held

1.14M

Call Options Held

Put Options Held

Allianz Investment Management U.S. LLC Minneapolis, MN

249K
Shares

$24.5 Million
1.81% of portfolio
Morgan Stanley New York, NY

131K
Shares

$12.9 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

95.8K
Shares

$9.45 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

63.7K
Shares

$6.28 Million
0.01% of portfolio
Pfg Investments, LLC Woodbury, NY

56.4K
Shares

$5.56 Million
0.36% of portfolio

View Full List

About PIMCO ETF TR ENHANCED SHORT MA

Ticker EMNT
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