Clear Perspectives Financial Planning, LLC Vanguard Ftse All World Ex Us Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$53.45 - $62.56 $6,681 - $7,820	-125 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$49.41 - $58.7 $6,176 - $7,337	125 New	125 $7,000

Others Institutions Holding VEU

# of Institutions

1,304

Shares Held

304M

Call Options Held

38K

Put Options Held

4.3K

Morgan Stanley New York, NY

21.1M
Shares

$1.27 Billion
0.1% of portfolio
Northern Trust Corp Chicago, IL

16.1M
Shares

$973 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

15.5M
Shares

$937 Million
0.08% of portfolio
Sanders Capital, LLC West Palm Beach, FL

14.2M
Shares

$856 Million
1.27% of portfolio
Envestnet Asset Management Inc

10.5M
Shares

$632 Million
0.22% of portfolio

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