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	N/A	22,510 Added 4.5%	523,223 $8.47 Million
Q2 2022 Aug 11, 2022	BUY	N/A	24,603 Added 5.17%	500,713 $9.03 Million
Q1 2022 May 12, 2022	BUY	N/A	459,357 Added 2741.94%	476,110 $8.4 Million
Q4 2021 Feb 09, 2022	BUY	N/A	6,253 Added 59.55%	16,753 $236,000

Q2 2021 Aug 05, 2021	BUY	N/A	10,500 New	10,500 $211,000

Others Institutions Holding PDBC

# of Institutions

431

Shares Held

279M

Call Options Held

101K

Put Options Held

2.1K

Wells Fargo & Company San Francisco, CA

124M
Shares

$1.77 Billion
0.42% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

24M
Shares

$342 Million
1.25% of portfolio
Morgan Stanley New York, NY

22.5M
Shares

$320 Million
0.03% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$226 Million
1.14% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

5.45M
Shares

$77.5 Million
2.77% of portfolio

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