Clearstead Advisors, LLC First Tr Lge Cap Growth Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding FTC
# of Institutions
207Shares Held
5.85MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY825KShares$110 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC685KShares$91.2 Million0.04% of portfolio
-
Janney Montgomery Scott LLC448KShares$59.6 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA419KShares$55.8 Million0.01% of portfolio
-
Ubs Group Ag266KShares$35.4 Million0.01% of portfolio