Clear Perspectives Financial Planning, LLC Vanguard Bd Index Fd Inc Long 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

No transaction found.

Others Institutions Holding BLV

# of Institutions

398

Shares Held

40.8M

Call Options Held

17.1K

Put Options Held

28.2K

Envestnet Asset Management Inc

9.11M
Shares

$621 Million
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

3.14M
Shares

$214 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.39M
Shares

$163 Million
0.71% of portfolio
Lincoln National Corp

2.31M
Shares

$158 Million
5.09% of portfolio
Wells Fargo & Company San Francisco, CA

2.26M
Shares

$154 Million
0.04% of portfolio

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