Clear Perspectives Financial Planning, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$14.35 - $17.95 $479,577 - $599,889	-33,420 Reduced 6.39%	489,803 $7.24 Million
Q3 2022 Nov 09, 2022	BUY	$15.85 - $18.23 $356,783 - $410,357	22,510 Added 4.5%	523,223 $8.47 Million
Q2 2022 Aug 11, 2022	BUY	$17.71 - $20.69 $435,719 - $509,036	24,603 Added 5.17%	500,713 $9.03 Million
Q1 2022 May 12, 2022	BUY	$14.12 - $19.06 $6.49 Million - $8.76 Million	459,357 Added 2741.94%	476,110 $8.4 Million
Q4 2021 Feb 09, 2022	BUY	$13.45 - $22.71 $84,102 - $142,005	6,253 Added 59.55%	16,753 $236,000
Q2 2021 Aug 05, 2021	BUY	$17.26 - $20.1 $181,230 - $211,050	10,500 New	10,500 $211,000

Others Institutions Holding PDBC

# of Institutions

435

Shares Held

283M

Call Options Held

23.5K

Put Options Held

21.5K

Wells Fargo & Company San Francisco, CA

126M
Shares

$1.72 Billion
0.39% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$360 Million
1.2% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$285 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$217 Million
1.14% of portfolio
Bank Of America Corp Charlotte, NC

6.36M
Shares

$86.6 Million
0.01% of portfolio

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