Clear Perspectives Financial Planning, LLC Vaneck Short Muni ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
Shares
5 transactions
Others Institutions Holding SMB
# of Institutions
98Shares Held
12.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.88MShares$32.7 Million0.0% of portfolio
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Allworth Financial LP1.87MShares$32.4 Million0.16% of portfolio
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M Holdings Securities, Inc. Portland, OR675KShares$11.7 Million2.0% of portfolio
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Wells Fargo & Company San Francisco, CA563KShares$9.77 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC558KShares$9.7 Million0.0% of portfolio