Clear Perspectives Financial Planning, LLC Ishares Short Term National Mu Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$104.46 - $107.34 $36,561 - $37,569	-350 Closed	0 $0
Q3 2021 Nov 05, 2021	SELL	$107.57 - $108.06 $26,892 - $27,015	-250 Reduced 41.67%	350 $38,000
Q2 2021 Aug 05, 2021	BUY	$107.66 - $108.01 $37,681 - $37,803	350 Added 140.0%	600 $65,000
Q4 2020 Feb 01, 2021	BUY	$107.6 - $108.11 $26,900 - $27,027	250 New	250 $27,000

Others Institutions Holding SUB

# of Institutions

824

Shares Held

67.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.99M
Shares

$737 Million
0.07% of portfolio
Envestnet Asset Management Inc

6.19M
Shares

$653 Million
0.23% of portfolio
Mercer Global Advisors Inc Denver, CO

6.04M
Shares

$637 Million
1.6% of portfolio
Morgan Stanley New York, NY

3.6M
Shares

$380 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

2.52M
Shares

$266 Million
0.38% of portfolio

View Full List

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
Sector ETFs
Industry ETFs

More about SUB

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