Clear Perspectives Financial Planning, LLC Vaneck ETF Trust Inflation All 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	BUY	$24.75 - $29.13 $944,856 - $1.11 Million	38,176 Added 64.01%	97,821 $2.42 Million
Q1 2022 May 12, 2022	BUY	$24.38 - $28.41 $1.45 Million - $1.69 Million	59,645 New	59,645 $1.68 Million

Others Institutions Holding RAAX

# of Institutions

Shares Held

2.09M

Call Options Held

Put Options Held

Beam Wealth Advisors, Inc.

504K
Shares

$15.2 Million
4.64% of portfolio
Lpl Financial LLC Fort Mill, SC

418K
Shares

$12.6 Million
0.0% of portfolio
Benedetti & Gucer, Inc.

359K
Shares

$10.8 Million
4.83% of portfolio
Copley Financial Group, Inc. San Diego, CA

120K
Shares

$3.62 Million
3.15% of portfolio
Miracle Mile Advisors, LLC

106K
Shares

$3.19 Million
0.06% of portfolio

View Full List

About VANECK ETF TRUST INFLATION ALL

Ticker RAAX
Sector ETFs
Industry ETFs

More about RAAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Account