Clear Perspectives Financial Planning, LLC Spdr Ser Tr Factset Innovative 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 2021 May 06, 2021	SELL	$202.31 - $262.15 $313,378 - $406,070	-1,549 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$169.47 - $224.51 $262,509 - $347,765	1,549 New	1,549 $333,000

Others Institutions Holding XITK

# of Institutions

Shares Held

155K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

30.1K
Shares

$5.58 Million
0.0% of portfolio
Sage Capital Management, LLC Stockton, NJ

27.3K
Shares

$5.06 Million
2.49% of portfolio
Kwmg, LLC

11.5K
Shares

$2.13 Million
0.2% of portfolio
Smart Portfolios, LLC Seattle, WA

9.95K
Shares

$1.84 Million
2.09% of portfolio
Money Concepts Capital Corp

9.72K
Shares

$1.8 Million
0.13% of portfolio

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