A detailed history of Clearstead Advisors, LLC transactions in Xp Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 234 shares of XP stock, worth $3,907. This represents 0.0% of its overall portfolio holdings.

Number of Shares
234
Previous 318 26.42%
Holding current value
$3,907
Previous $8,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$23.64 - $26.3 $1,985 - $2,209
-84 Reduced 26.42%
234 $6,000
Q4 2023

Feb 12, 2024

BUY
$19.56 - $26.78 $6,220 - $8,516
318 New
318 $8,000

Others Institutions Holding XP

About XP Inc.


  • Ticker XP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 447,563,008
  • Market Cap $7.47B
  • Description
  • XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits; product structuring and capital markets services for corporate clients and issuers of fixed income p...
More about XP
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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