Clear Perspectives Financial Planning, LLC New Holdings in Q1 2023

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
138K
New
$52.07 - $56.74 $7.19M - $7.83M
138K $7.62M
AVDE
American Centy ETF Tr Avantis

ETFs
3.8K
New
$53.37 - $58.39 $203K - $222K
3.8K $216K
DFAS
Dimensional ETF Tr U S Small C

ETFs
350
New
$50.35 - $57.8 $17.6K - $20.2K
350 $18K
DFAT
Dimensional ETF Tr U S Target

ETFs
400
New
$42.38 - $49.75 $17K - $19.9K
400 $17K
FFBC
First Financial Bancorp

Financial Services
750
New
$21.3 - $26.24 $16K - $19.7K
750 $16K
FSK
Fs Kkr Capital Corp

Financial Services
28
New
$17.45 - $20.0 $489 - $560
28 $0
HEMP
Hemp Inc
1K
New
$0.0 - $0.0 $0 - $0
1K $0
Activity Summary
Buys All Purchases 23 New Holdings 7 Increased Positions 16 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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