Clear Perspectives Financial Planning, LLC Pimco Active Bond Exchange Tra 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	$93.11 - $101.59 $37,244 - $40,636	-400 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$109.13 - $113.04 $43,652 - $45,216	400 New	400 $44,000

Others Institutions Holding BOND

# of Institutions

427

Shares Held

36.9M

Call Options Held

Put Options Held

Cwm, LLC

3.61M
Shares

$329 Million
1.47% of portfolio
Morgan Stanley New York, NY

2.89M
Shares

$263 Million
0.02% of portfolio
Tectonic Advisors LLC Plano, TX

1.83M
Shares

$167 Million
11.57% of portfolio
Envestnet Asset Management Inc

1.45M
Shares

$132 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

1.2M
Shares

$110 Million
0.03% of portfolio

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About PIMCO ACTIVE BOND EXCHANGE TRA

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