Clear Perspectives Financial Planning, LLC Robo Global Robotics And Autom Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$53.94 - $70.26 $37,758 - $49,182	-700 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$62.64 - $72.14 $43,848 - $50,498	700 New	700 $49,000

Others Institutions Holding ROBO

# of Institutions

238

Shares Held

6.73M

Call Options Held

Put Options Held

400

Ubs Group Ag

917K
Shares

$52.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

596K
Shares

$34.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$16.8 Million
0.01% of portfolio
Fountainhead Am, LLC Warren, NJ

287K
Shares

$16.5 Million
3.64% of portfolio
Biltmore Family Office, LLC

210K
Shares

$12.1 Million
2.12% of portfolio

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