Clearstead Advisors, LLC Purchases in Q3 2024

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Grayscale Ethereum Mini Tr E
2.83K
New
N/A
2.83K $0
Grayscale Ethereum Tr Eth
2.83K
New
N/A
2.83K $0
Global X Fds
333
+ 4.27%
N/A
8.13K $0
BOTZ
Global X Fds

ETFs
1
+ 0.49%
$27.68 - $32.27 $27.7 - $32.3
207 $6K
Ginkgo Bioworks Holdings Inc
509
New
N/A
509 $0
Ge Vernova Inc
2.04K
+ 48.49%
N/A
6.25K $0
Linde PLC
134
+ 1.86%
N/A
7.33K $0
IVZ
Invesco Ltd.

Financial Services
10
New
$14.85 - $17.74 $149 - $177
10 $0
FPI
Farmland Partners Inc.

Real Estate
1
+ 0.94%
$9.93 - $11.75 $9.93 - $11.8
107 $1K
XPO
Xpo Logistics, Inc.

Industrials
7
New
$101.15 - $125.11 $708 - $876
7 $0
Fidelity Wise Origin Bitcoin
11.4K
+ 286.71%
N/A
15.4K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
5.15K
+ 85.49%
N/A
11.2K $0
Fidelity Covington Trust
15
+ 0.26%
N/A
5.89K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
4
+ 0.44%
N/A
919 $0
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
2
+ 0.82%
$8.2 - $10.1 $16.4 - $20.2
246 $2K
Abrdn Asia Pacific Income Fu
208
New
N/A
208 $0
ASTS
Ast Space Mobile, Inc.

Communication Services
14
New
$10.72 - $38.6 $150 - $540
14 $0
Brookfield Wealth Sol LTD
5
New
N/A
5 $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
4.47K
+ 61.32%
N/A
11.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5.01K
+ 11.35%
N/A
49.1K $0
FLNG
Flex Lng Ltd.

Energy
1
+ 2.94%
$25.02 - $27.61 $25 - $27.6
35 $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
8.58K
New
N/A
8.58K $0
Ge Healthcare Technologies I
2.21K
+ 67.51%
N/A
5.48K $0
TQQQ
Proshares Ultrapro Qqq

ETFs
2
+ 0.38%
$53.19 - $84.93 $106 - $170
529 $38K
OMF
One Main Holdings, Inc.

Financial Services
20
New
$43.27 - $53.14 $865 - $1.06K
20 $0
Brookfield Asset Managmt LTD
42.6K
+ 4383.85%
N/A
43.6K $0
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3
+ 1.91%
$17.02 - $18.39 $51.1 - $55.2
160 $2K
Brookfield Infrastructure CO
1.38K
+ 1.85%
N/A
75.9K $0
Schwab Strategic Tr
52
New
N/A
52 $0
New York Cmnty Bancorp Inc
11.2K
New
N/A
11.2K $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
1
+ 0.68%
$51.58 - $53.79 $51.6 - $53.8
148 $7K
Vanguard Wellington Fd
37
+ 26.81%
N/A
175 $0
OPRA
Opera LTD

Communication Services
3
+ 3.0%
$10.87 - $16.18 $32.6 - $48.5
103 $1K
Neos ETF Trust
3.39M
New
N/A
3.39M $0
RYAAY
Ryanair Holdings PLC

Industrials
254
+ 150.3%
$45.17 - $121.45 $11.5K - $30.8K
423 $19K
Canadian Pacific Kansas City
494
+ 3.65%
N/A
14K $0
Ul Solutions Inc
896
New
N/A
896 $0
Ramaco Res Inc
1
+ 1.09%
N/A
93 $0
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.35%
$106.39 - $125.13 $106 - $125
286 $35K
United Sts Nat Gas Fd LP
4K
+ 33.8%
N/A
15.8K $0
Arm Holdings PLC
212
+ 57.61%
N/A
580 $0
Reddit Inc
52
New
N/A
52 $0
2023 ETF Series Trust
47.5K
New
N/A
47.5K $0
TNDM
Tandem Diabetes Care Inc

Healthcare
16
New
$35.21 - $47.3 $563 - $757
16 $0
WD
Walker & Dunlop, Inc.

Financial Services
1
+ 6.25%
$93.87 - $113.96 $93.9 - $114
17 $1K
Coherent Corp
1.8K
+ 299.17%
N/A
2.4K $0
Sitio Royalties Corp
40
+ 1.09%
N/A
3.72K $0
BSM
Black Stone Minerals, L.P.

Energy
2
+ 2.11%
$14.05 - $15.85 $28.1 - $31.7
97 $1K
MOGA
Moog Inc Cla
159
+ 9.96%
N/A
1.76K $0
Activity Summary
Buys All Purchases 815 New Holdings 125 Increased Positions 690 Sells All Sells 496 Reductions 495 Sold out 1 Options Calls 0 Puts 0
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