Clearstead Advisors, LLC Direxion Nasdaq 100 Equal Weig Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$72.55 - $80.89 $7,545 - $8,412	-104 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$41.11 - $59.49 $4,275 - $6,186	104 New	104 $5,000

Others Institutions Holding QQQE

# of Institutions

230

Shares Held

8.72M

Call Options Held

21.4K

Put Options Held

202K

Goldman Sachs Group Inc New York, NY

1.16M
Shares

$107 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

668K
Shares

$61.5 Million
0.02% of portfolio
Total Investment Management Inc Scottsdale, AZ

661K
Shares

$60.9 Million
6.68% of portfolio
Morgan Stanley New York, NY

631K
Shares

$58.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

548K
Shares

$50.5 Million
0.0% of portfolio

About DIREXION NASDAQ-100 EQUAL WEIG

Ticker QQQE
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