Clear Perspectives Financial Planning, LLC Vanguard Energy ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
Shares
2 transactions
Others Institutions Holding VDE
# of Institutions
667Shares Held
24.1MCall Options Held
116KPut Options Held
20.9K-
Bank Of America Corp Charlotte, NC2.44MShares$311 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.66MShares$212 Million0.02% of portfolio
-
Ubs Group Ag1.66MShares$211 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.32MShares$169 Million7.5% of portfolio
-
Wealthfront Advisers LLC991KShares$126 Million0.46% of portfolio