Clear Perspectives Financial Planning, LLC Vanguard Russell 1000 Growth E Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	N/A	-88 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	N/A	88 New	88 $6,000

Others Institutions Holding VONG

# of Institutions

596

Shares Held

144M

Call Options Held

6.8K

Put Options Held

Bank Of America Corp Charlotte, NC

29.7M
Shares

$2.79 Billion
0.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.3M
Shares

$1.06 Billion
0.27% of portfolio
Avantax Advisory Services, Inc.

10.8M
Shares

$1.01 Billion
8.4% of portfolio
Morgan Stanley New York, NY

5.8M
Shares

$544 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

4.6M
Shares

$431 Million
0.22% of portfolio

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