Clear Perspectives Financial Planning, LLC Invesco ETF Tr Ii Taxable Mun 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	$31.84 - $33.73 $15,920 - $16,865	-500 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$32.53 - $33.53 $16,265 - $16,765	500 New	500 $17,000

Others Institutions Holding BAB

# of Institutions

206

Shares Held

25.2M

Call Options Held

24.2K

Put Options Held

18.3K

Bank Of America Corp Charlotte, NC

1.53M
Shares

$40.8 Million
0.0% of portfolio
State Of Wisconsin Investment Board Madison, WI

1.32M
Shares

$35.2 Million
0.1% of portfolio
Pfs Investments Inc. Duluth, GA

1.26M
Shares

$33.8 Million
0.55% of portfolio
Royal Bank Of Canada Toronto, A6

1.13M
Shares

$30.1 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.1M
Shares

$29.4 Million
0.02% of portfolio

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About INVESCO ETF TR II TAXABLE MUN

Ticker BAB
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