Clear Perspectives Financial Planning, LLC Ishares U.S. Treasury Bond ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
Shares
5 transactions
Others Institutions Holding GOVT
# of Institutions
839Shares Held
1.18BCall Options Held
20.5KPut Options Held
773K-
Bank Of America Corp Charlotte, NC424MShares$9.58 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC113MShares$2.56 Billion1.09% of portfolio
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Envestnet Asset Management Inc71.5MShares$1.62 Billion0.55% of portfolio
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Truist Financial Corp67MShares$1.51 Billion2.45% of portfolio
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Jpmorgan Chase & CO New York, NY49.4MShares$1.12 Billion0.09% of portfolio