Clear Perspectives Financial Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	BUY	$28.87 - $35.25 $1,472 - $1,797	51 New	51 $7,000

Others Institutions Holding RPG

# of Institutions

272

Shares Held

15.4M

Call Options Held

200

Put Options Held

1.9K

Morgan Stanley New York, NY

1.22M
Shares

$50.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.09M
Shares

$45.1 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

946K
Shares

$39.2 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

796K
Shares

$33 Million
0.01% of portfolio
Marquette Asset Management, LLC

748K
Shares

$31 Million
4.67% of portfolio

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