Clear Perspectives Financial Planning, LLC Ishares Core S&P U.S Growth Et Call Options Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IUSG

# of Institutions

740

Shares Held

115M

Call Options Held

6.3K

Put Options Held

3.3K

Bank Of America Corp Charlotte, NC

39.2M
Shares

$5.57 Billion
0.44% of portfolio
Lpl Financial LLC Fort Mill, SC

14.9M
Shares

$2.11 Billion
0.9% of portfolio
Morgan Stanley New York, NY

13.1M
Shares

$1.87 Billion
0.13% of portfolio
Jones Financial Companies Lllp

7.08M
Shares

$1.01 Billion
0.96% of portfolio
Envestnet Asset Management Inc

2.16M
Shares

$307 Million
0.09% of portfolio

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