Clearstead Advisors, LLC Focus Financial Partners Inc. Transaction History

Clearstead Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$31.44 - $46.02 $7,702 - $11,274	-245 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$43.07 - $61.16 $10,552 - $14,984	245 New	245 $11,000
Q1 2021 May 14, 2021	SELL	$41.36 - $54.7 $10,133 - $13,401	-245 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$13.88 - $34.04 $3,400 - $8,339	245 New	245 $6,000

78.5K

Ticker FOCS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 65,448,400
Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...

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