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

436

Shares Held

283M

Call Options Held

23.5K

Put Options Held

21.5K

Wells Fargo & Company San Francisco, CA

126M
Shares

$1.61 Billion
0.39% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$337 Million
1.2% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$267 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$203 Million
1.14% of portfolio
Bank Of America Corp Charlotte, NC

6.36M
Shares

$81.1 Million
0.01% of portfolio

View Full List

About INVESCO ACT MGE ET CMDT FD TR

Ticker PDBC
Sector ETFs
Industry ETFs

More about PDBC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Account