Clear Perspectives Financial Planning, LLC Blackrock Ultra Short Term Bon 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	$49.97 - $50.11 $672,196 - $674,079	-13,452 Reduced 26.64%	37,048 $1.85 Million
Q2 2022 Aug 11, 2022	BUY	$49.95 - $50.17 $2.52 Million - $2.53 Million	50,500 New	50,500 $2.53 Million

Others Institutions Holding ICSH

# of Institutions

439

Shares Held

60.4M

Call Options Held

Put Options Held

Royal Bank Of Canada Toronto, A6

4.12M
Shares

$208 Million
0.04% of portfolio
Black Rock Inc. New York, NY

3.91M
Shares

$198 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

3.23M
Shares

$163 Million
0.01% of portfolio
Ubs Group Ag

3.04M
Shares

$154 Million
0.03% of portfolio
Wealth Enhancement Advisory Services, LLC

2.29M
Shares

$116 Million
0.26% of portfolio

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About BLACKROCK ULTRA SHORT-TERM BON

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