Clearstead Advisors, LLC Ubs Ag Transaction History
Clearstead Advisors, LLC
- $6.94 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding AMUB
# of Institutions
8Shares Held
626KCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA506KShares$9.25 Million0.0% of portfolio
-
North Capital, Inc. Salt Lake City, UT89.1KShares$1.63 Million1.28% of portfolio
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Bank Of America Corp Charlotte, NC20.9KShares$382,1270.0% of portfolio
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Morgan Stanley New York, NY5.88KShares$107,4050.0% of portfolio
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Private Trust CO Na3.17KShares$57,8840.01% of portfolio