Clear Perspectives Financial Planning, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 104,680 shares of SGOV stock, worth $10.5 Million. This represents 5.91% of its overall portfolio holdings.
Number of Shares
104,680
Previous 146,992
28.79%
Holding current value
$10.5 Million
Previous $14.7 Million
28.47%
% of portfolio
5.91%
Previous 7.83%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
601Shares Held
79.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.9MShares$393 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$392 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$243 Million0.13% of portfolio
-
Royal Bank Of Canada Toronto, A61.79MShares$180 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.74MShares$175 Million16.74% of portfolio