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	N/A	-544 Reduced 3.0%	17,606 $1.76 Million
Q2 2022 Aug 11, 2022	BUY	N/A	18,150 New	18,150 $1.81 Million

Others Institutions Holding GBIL

# of Institutions

320

Shares Held

45.9M

Call Options Held

Put Options Held

Betterment LLC New York, NY

5.35M
Shares

$534 Million
1.45% of portfolio
Acr Alpine Capital Research, LLC

4.98M
Shares

$497 Million
16.25% of portfolio
Morgan Stanley New York, NY

4.82M
Shares

$481 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.7M
Shares

$270 Million
0.03% of portfolio
Miracle Mile Advisors, LLC

2.32M
Shares

$231 Million
6.0% of portfolio

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About GOLDMAN SACHS ACCESS TREASURY

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