Clear Perspectives Financial Planning, LLC Vanguard Whitehall Fds Intl Di Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
Shares
7 transactions
Others Institutions Holding VIGI
# of Institutions
462Shares Held
44.9MCall Options Held
1.5KPut Options Held
73K-
Morgan Stanley New York, NY6.07MShares$508 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.27MShares$274 Million0.02% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$223 Million2.33% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC1.76MShares$148 Million3.6% of portfolio
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Citigroup Inc1.61MShares$135 Million0.09% of portfolio