Clear Perspectives Financial Planning, LLC Vanguard Industrial ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 100 shares of VIS stock, worth $24,619. This represents 0.01% of its overall portfolio holdings.
Number of Shares
100
Previous 200
50.0%
Holding current value
$24,619
Previous $36,000
47.22%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding VIS
# of Institutions
541Shares Held
12.9MCall Options Held
2.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$1.02 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$216 Million4.4% of portfolio
-
Morgan Stanley New York, NY725KShares$178 Million0.01% of portfolio
-
Beacon Capital Management, Inc.626KShares$154 Million7.13% of portfolio
-
Wells Fargo & Company San Francisco, CA539KShares$133 Million0.03% of portfolio