Clear Perspectives Financial Planning, LLC Ishares U.S. Treasury Bond ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
Shares
5 transactions
Others Institutions Holding GOVT
# of Institutions
756Shares Held
1BCall Options Held
11.7KPut Options Held
769K-
Bank Of America Corp Charlotte, NC369MShares$8.36 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC104MShares$2.36 Billion1.2% of portfolio
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Envestnet Asset Management Inc57.4MShares$1.3 Billion0.46% of portfolio
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Truist Financial Corp54.3MShares$1.23 Billion1.89% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA34MShares$770 Million0.51% of portfolio