Clearstead Advisors, LLC Global X Fds Global X S&P 500 Transaction History

Clearstead Advisors, LLC

$5.78 Billion
Q2 2024

A detailed history of Clearstead Advisors, LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,181 shares of CATH stock, worth $82,681. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,181

Holding current value

$82,681

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$60.01 - $66.14 $70,871 - $78,111	1,181 New	1,181 $77,000

Others Institutions Holding CATH

# of Institutions

167

Shares Held

6.71M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

827K
Shares

$57.9 Million
0.0% of portfolio
Central Trust CO Jefferson City, MO

616K
Shares

$43.2 Million
1.02% of portfolio
Morgan Stanley New York, NY

579K
Shares

$40.5 Million
0.0% of portfolio
Fund Evaluation Group, LLC Cincinnati, OH

398K
Shares

$27.9 Million
1.6% of portfolio
Bcm Advisors, LLC

236K
Shares

$16.6 Million
3.45% of portfolio

View Full List

About GLOBAL X FDS GLOBAL X S&P 500

Ticker CATH
Sector ETFs
Industry ETFs

More about CATH

Track This Portfolio

Portfolio Update

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

News

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

Account

Clearstead Advisors, LLC Global X Fds Global X S&P 500 Transaction History