Clearstead Advisors, LLC Ark ETF Tr Fintech Innovation Transaction History

Clearstead Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	$18.6 - $24.2 $125,029 - $162,672	6,722 New	6,722 $130,000
Q2 2022 Aug 12, 2022	SELL	$14.87 - $30.55 $38,721 - $79,552	-2,604 Reduced 22.71%	8,864 $137,000
Q1 2022 May 04, 2022	SELL	$22.98 - $41.0 $8,364 - $14,924	-364 Reduced 3.08%	11,468 $333,000
Q4 2021 Feb 14, 2022	SELL	$39.23 - $54.4 $249,738 - $346,310	-6,366 Reduced 34.98%	11,832 $483,000
Q2 2021 Aug 12, 2021	BUY	$44.87 - $55.18 $277,655 - $341,453	6,188 Added 51.52%	18,198 $985,000
Q1 2021 May 14, 2021	BUY	$48.23 - $63.6 $579,242 - $763,836	12,010 New	12,010 $614,000

200

5.64M

387K

165K

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