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| Name: |
Clear Perspectives Financial Planning LLC |
| City: |
CINCINNATI |
| State: |
OH |
| Zip: |
45242 |
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data |
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| Holdings
Found :
45 |
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Closed Positions |
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Page 1 of 1 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FTGC |
First Trust Global Tactical... |
203 |
Closed |
$24.01 |
$0 |
0 |
0% |
-5,010,000 |
-204,585 |
0 |
N/A |
|
|
ZS |
Zscaler Inc |
237 |
Closed |
$176.82 |
$0 |
0 |
0% |
0 |
-2 |
0 |
N/A |
|
|
BLV |
Vanguard Long-Term Bond ETF |
222 |
Closed |
$69.87 |
$0 |
0 |
0% |
-1,000 |
-12 |
0 |
Closed - End Fund - Debt |
|
|
SHYG |
Ishares 0 5 Year High Yield... |
209 |
Closed |
$42.16 |
$0 |
0 |
0% |
-1,000 |
-34 |
0 |
N/A |
|
|
ABNB |
Airbnb, Inc. |
183 |
Closed |
$146.70 |
$0 |
0 |
0% |
0 |
-2 |
0 |
N/A |
|
|
DDOG |
Datadog, Inc. |
230 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-2 |
0 |
N/A |
|
|
KMI |
Kinder Morgan Inc |
215 |
Closed |
$19.41 |
$0 |
0 |
0% |
0 |
-15 |
0 |
Gas Utilities |
|
|
HSDT |
Helius Medical Technologies... |
200 |
Closed |
$0.18 |
$0 |
0 |
0% |
0 |
-101 |
0 |
N/A |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
236 |
Closed |
$50.22 |
$0 |
0 |
0% |
-51,000 |
-1,035 |
0 |
N/A |
|
|
RPV |
Invesco S&P 500 Pure Value ETF |
221 |
Closed |
$86.58 |
$0 |
0 |
0% |
-4,390,000 |
-56,294 |
0 |
Closed - End Fund - E... |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
208 |
Closed |
$81.38 |
$0 |
0 |
0% |
-18,000 |
-225 |
0 |
Closed - End Fund - E... |
|
|
T |
AT&T Corp |
182 |
Closed |
$17.30 |
$0 |
0 |
0% |
-37,000 |
-2,000 |
0.001 |
Long Distance Carriers |
|
|
AVGO |
Broadcom Limited |
229 |
Closed |
$1,380.03 |
$0 |
0 |
0% |
-17,000 |
-31 |
0 |
Semiconductor- Broad... |
|
|
SPYD |
Spdr S&p 500 High Dividend Etf |
214 |
Closed |
$41.15 |
$0 |
0 |
0% |
-3,954,000 |
-99,909 |
0 |
N/A |
|
|
STNE |
Stoneco Ltd |
196 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-25 |
0 |
N/A |
|
|
TIP |
iShares Lehman TIPS Bond |
235 |
Closed |
$106.29 |
$0 |
0 |
0% |
-1,000 |
-9 |
0 |
Closed - End Fund - E... |
|
|
NVAX |
Novavax Inc |
220 |
Closed |
$0.36 |
$0 |
0 |
0% |
0 |
-5 |
0 |
Biotechnology |
|
|
IEI |
iShares Barclays 3-7 Year T... |
207 |
Closed |
$114.64 |
$0 |
0 |
0% |
-4,000 |
-36 |
0 |
Closed - End Fund - E... |
|
|
TYL |
Tyler Technologies Inc |
241 |
Closed |
$484.85 |
$0 |
0 |
0% |
0 |
-1 |
0 |
Information Technolog... |
|
|
AIG |
American International Grou... |
228 |
Closed |
$79.44 |
$0 |
0 |
0% |
0 |
-3 |
0 |
Property & Casualty I... |
|
|
TFI |
Spdr Brcly Cap Muni Bond |
213 |
Closed |
$46.03 |
$0 |
0 |
0% |
-15,000 |
-320 |
0 |
Closed - End Fund - E... |
|
|
RBLX |
Roblox Corp |
195 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-8 |
0 |
N/A |
|
|
EMB |
iShares JPMorgan USD Emerg ... |
234 |
Closed |
$88.95 |
$0 |
0 |
0% |
-1,000 |
-11 |
0 |
Closed - End Fund - E... |
|
|
FNDX |
Schwab Fundamental US Large... |
219 |
Closed |
$66.84 |
$0 |
0 |
0% |
-2,000 |
-38 |
0 |
N/A |
|
|
CIU |
iShares Barclays Intermedia... |
206 |
Closed |
$50.88 |
$0 |
0 |
0% |
-13,000 |
-256 |
0 |
Closed - End Fund - E... |
|
|
AI |
C3.ai, Inc. |
240 |
Closed |
$26.25 |
$0 |
0 |
0% |
0 |
-10 |
0 |
N/A |
|
|
CVS |
CVS/Caremark Corp |
227 |
Closed |
$56.00 |
$0 |
0 |
0% |
-20,000 |
-211 |
0 |
Drug Stores |
|
|
UCTT |
Ultra Clean Holdings Inc |
212 |
Closed |
$43.96 |
$0 |
0 |
0% |
0 |
-10 |
0 |
Semiconductor - Speci... |
|
|
TTD |
Trade Desk, Inc. |
194 |
Closed |
$86.18 |
$0 |
0 |
0% |
0 |
-4 |
0 |
N/A |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
233 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,000 |
-25 |
0 |
N/A |
|
|
OGN |
Organon & Co. |
218 |
Closed |
$21.35 |
$0 |
0 |
0% |
-2,000 |
-55 |
0 |
N/A |
|
|
PDN |
Invesco Ftse Rafi Developed... |
205 |
Closed |
$33.43 |
$0 |
0 |
0% |
-5,000 |
-179 |
0 |
Closed - End Fund - Debt |
|
|
MPW |
Medical Properties Trust Inc |
239 |
Closed |
$5.85 |
$0 |
0 |
0% |
0 |
-15 |
0 |
REIT - Healthcare Fac... |
|
|
BAC |
Bank of America Corp |
226 |
Closed |
$38.49 |
$0 |
0 |
0% |
0 |
-10 |
0 |
Domestic Money Center... |
|
|
BSV |
Vanguard Short-Term Bond |
211 |
Closed |
$76.30 |
$0 |
0 |
0% |
-1,000 |
-19 |
0 |
Closed - End Fund - E... |
|
|
DOCS |
Doximity, Inc. |
189 |
Closed |
$23.51 |
$0 |
0 |
0% |
0 |
-12 |
0 |
N/A |
|
|
IAU |
iShares COMEX Gold Trust |
232 |
Closed |
$44.57 |
$0 |
0 |
0% |
-1,000 |
-40 |
0 |
Closed - End Fund - E... |
|
|
PYPL |
Paypal Holdings, Inc. |
217 |
Closed |
$64.58 |
$0 |
0 |
0% |
0 |
-3 |
0 |
N/A |
|
|
HGTY |
Hagerty, Inc |
204 |
Closed |
$8.90 |
$0 |
0 |
0% |
-50,000 |
-6,000 |
0 |
N/A |
|
|
LQD |
iShares Trust Goldman Sachs |
238 |
Closed |
$106.66 |
$0 |
0 |
0% |
-16,000 |
-154 |
0 |
Closed - End Fund - E... |
|
|
VTIP |
Vanguard Short Term Inflati... |
224 |
Closed |
$48.09 |
$0 |
0 |
0% |
-16,000 |
-348 |
0 |
N/A |
|
|
AGG |
iShares Barclays Agency Bond |
210 |
Closed |
$96.55 |
$0 |
0 |
0% |
-28,000 |
-292 |
0 |
Closed - End Fund - E... |
|
|
VEEV |
Veeva Systems Inc |
185 |
Closed |
$203.82 |
$0 |
0 |
0% |
0 |
-2 |
0 |
Healthcare Informatio... |
|
|
PDBC |
Invesco Actively Managd ETF |
231 |
Closed |
$14.09 |
$0 |
0 |
0% |
-7,239,000 |
-489,803 |
0 |
N/A |
|
|
HYG |
iShares iBoxx $ High Yield ... |
216 |
Closed |
$77.00 |
$0 |
0 |
0% |
-7,000 |
-98 |
0 |
Closed - End Fund - E... |
|
