Clearstead Advisors, LLC Pacer Fds Tr Benchmark Indl Transaction History

Clearstead Advisors, LLC

$6.3 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	BUY	$46.65 - $54.92 $24,258 - $28,558	520 New	520 $26,000

Others Institutions Holding INDS

# of Institutions

66

Shares Held

2.41M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

351K
Shares

$12.9 Million
0.02% of portfolio
Atomi Financial Group, Inc. Irvine, CA

293K
Shares

$10.7 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

217K
Shares

$7.97 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

210K
Shares

$7.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

168K
Shares

$6.16 Million
0.0% of portfolio

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