Clear Perspectives Financial Planning, LLC Vanguard Russell 1000 Growth E Call Options Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VONG
# of Institutions
640Shares Held
144MCall Options Held
11.7KPut Options Held
1.5K-
Bank Of America Corp Charlotte, NC30MShares$2.88 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.6MShares$1.02 Billion7.24% of portfolio
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Morgan Stanley New York, NY6.08MShares$585 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC4.69MShares$451 Million0.22% of portfolio
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Tiaa Trust, National Association Charlotte, NC4.61MShares$443 Million1.33% of portfolio