Clear Perspectives Financial Planning, LLC Vaneck ETF Trust Inflation All Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$24.75 - $29.13 $944,856 - $1.11 Million	38,176 Added 64.01%	97,821 $2.42 Million
Q1 2022 May 12, 2022	BUY	$24.38 - $28.41 $1.45 Million - $1.69 Million	59,645 New	59,645 $1.68 Million

Others Institutions Holding RAAX

# of Institutions

Shares Held

2.11M

Call Options Held

Put Options Held

Beam Wealth Advisors, Inc.

504K
Shares

$14.9 Million
4.64% of portfolio
Lpl Financial LLC Fort Mill, SC

373K
Shares

$11.1 Million
0.0% of portfolio
Benedetti & Gucer, Inc.

359K
Shares

$10.6 Million
4.83% of portfolio
Orion Portfolio Solutions, LLC

120K
Shares

$3.56 Million
0.04% of portfolio
Copley Financial Group, Inc. San Diego, CA

120K
Shares

$3.55 Million
3.15% of portfolio

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Ticker RAAX
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