Clear Perspectives Financial Planning, LLC Goldman Sachs Access Treasury Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	SELL	$99.71 - $99.89 $54,242 - $54,340	-544 Reduced 3.0%	17,606 $1.76 Million
Q2 2022 Aug 11, 2022	BUY	$99.74 - $100.0 $1.81 Million - $1.82 Million	18,150 New	18,150 $1.81 Million

Others Institutions Holding GBIL

# of Institutions

328

Shares Held

45.2M

Call Options Held

Put Options Held

Acr Alpine Capital Research, LLC

6.17M
Shares

$618 Million
19.82% of portfolio
Betterment LLC New York, NY

5.42M
Shares

$542 Million
1.31% of portfolio
Morgan Stanley New York, NY

4.51M
Shares

$451 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

2.54M
Shares

$254 Million
0.02% of portfolio
Miracle Mile Advisors, LLC

2.03M
Shares

$203 Million
4.89% of portfolio

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About GOLDMAN SACHS ACCESS TREASURY

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