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

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$71.49 - $83.11 $167,286 - $194,477	2,340 Added 4.34%	56,294 $4.39 Million
Q3 2022 Nov 09, 2022	BUY	$69.84 - $81.98 $3.13 Million - $3.67 Million	44,799 Added 489.34%	53,954 $3.77 Million
Q2 2022 Aug 11, 2022	BUY	$74.17 - $88.24 $679,026 - $807,837	9,155 New	9,155 $687,000

Others Institutions Holding RPV

# of Institutions

225

Shares Held

17M

Call Options Held

9.6K

Put Options Held

Invesco Ltd. Atlanta, GA

5.83M
Shares

$561 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

1.65M
Shares

$159 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.58M
Shares

$152 Million
0.01% of portfolio
Regentatlantic Capital LLC Morristown, NJ

1.46M
Shares

$140 Million
3.04% of portfolio
Principal Financial Group Inc Des Moines, IA

1.14M
Shares

$110 Million
0.06% of portfolio

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