Clearstead Advisors, LLC First Tr Multi Cap Growth Alph Transaction History

Clearstead Advisors, LLC

$5.78 Billion
Q2 2024

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 2,008 shares of FAD stock, worth $275,939. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,008

Holding current value

$275,939

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$114.61 - $124.72 $230,136 - $250,437	2,008 New	2,008 $247,000

Others Institutions Holding FAD

# of Institutions

Shares Held

862K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

97.1K
Shares

$13.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$11.4 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

82.6K
Shares

$11.3 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

64K
Shares

$8.79 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

54.9K
Shares

$7.55 Million
0.0% of portfolio

View Full List

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
Sector ETFs
Industry ETFs

More about FAD

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Clearstead Advisors, LLC First Tr Multi Cap Growth Alph Transaction History