Clearstead Advisors, LLC First Tr Multi Cap Value Alpha Transaction History

Clearstead Advisors, LLC

$5.78 Billion
Q2 2024

A detailed history of Clearstead Advisors, LLC transactions in First Tr Multi Cap Value Alpha stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,910 shares of FAB stock, worth $253,548. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,910

Holding current value

$253,548

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$77.31 - $81.97 $224,972 - $238,532	2,910 New	2,910 $229,000

Others Institutions Holding FAB

# of Institutions

Shares Held

982K

Call Options Held

Put Options Held

Janney Montgomery Scott LLC

118K
Shares

$10.3 Million
0.03% of portfolio
Morgan Stanley New York, NY

94.5K
Shares

$8.24 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

75.3K
Shares

$6.56 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

72.9K
Shares

$6.35 Million
0.01% of portfolio
International Assets Investment Management, LLC Orlando, FL

66.5K
Shares

$5.79 Million
0.0% of portfolio

View Full List

About FIRST TR MULTI CAP VALUE ALPHA

Ticker FAB
Sector ETFs
Industry ETFs

More about FAB

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Clearstead Advisors, LLC First Tr Multi Cap Value Alpha Transaction History