Clearstead Advisors, LLC Ishares Trust Aaa A Rated Corp Transaction History

Clearstead Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$43.8 - $48.35 $17,125 - $18,904	391 New	391 $18,000
Q2 2022 Aug 12, 2022	SELL	$47.11 - $51.94 $109,389 - $120,604	-2,322 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$55.6 - $57.0 $89,627 - $91,884	-1,612 Reduced 40.98%	2,322 $130,000
Q3 2021 Nov 12, 2021	BUY	$56.33 - $57.57 $221,602 - $226,480	3,934 New	3,934 $222,000

157

16.4M

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Clearstead Advisors, LLC with notifications on news.