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

201

5.64M

387K

165K

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Clearstead Advisors, LLC with notifications on news.