Clear Perspectives Financial Planning, LLC Options Holdings

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $178 Million
  • Prior Value $188 Million
  • Filing
  • Period Q1 2023
  • Filing Date May 11, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 7 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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