Clearstead Advisors, LLC First Tr Multi Cap Growth Alph Transaction History
Clearstead Advisors, LLC
- $6.94 Billion
- Q2 2025
A detailed history of Clearstead Advisors, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,633 shares of FAD stock, worth $267,714. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,633
Previous 1,633
-0.0%
Holding current value
$267,714
Previous $211,000
13.27%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FAD
# of Institutions
86Shares Held
1.41MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY202KShares$33.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL135KShares$22.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA124KShares$20.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC102KShares$16.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL83.1KShares$13.6 Million0.02% of portfolio