Clear Perspectives Financial Planning, LLC Global X Fds Internet Of Thing 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	$30.47 - $39.35 $50,275 - $64,927	-1,650 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$35.56 - $40.34 $58,674 - $66,561	1,650 New	1,650 $65,000

Others Institutions Holding SNSR

# of Institutions

Shares Held

3.29M

Call Options Held

Put Options Held

Modern Wealth Management, LLC Lenexa, KS

686K
Shares

$25.6 Million
0.69% of portfolio
Bank Of America Corp Charlotte, NC

653K
Shares

$24.4 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

405K
Shares

$15.1 Million
0.01% of portfolio
Clearwater Capital Advisors, LLC

371K
Shares

$13.9 Million
1.4% of portfolio
Lpl Financial LLC Fort Mill, SC

137K
Shares

$5.12 Million
0.0% of portfolio

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