Clear Perspectives Financial Planning, LLC Vanguard Mid Cap Growth Index Call Options Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

Axiom Advisory, LLC San Diego, CA

3.1M
Shares

$810 Million
6.91% of portfolio
Royal Bank Of Canada Toronto, A6

2.75M
Shares

$720 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.43M
Shares

$636 Million
0.04% of portfolio
Assetmark, Inc

2.19M
Shares

$571 Million
1.53% of portfolio
Bank Of America Corp Charlotte, NC

1.83M
Shares

$477 Million
0.04% of portfolio

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