Number of Shares
4,275
Previous 4,631 7.69%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
N/A
-356 Reduced 7.69%
4,275 $0
Q2 2023

Aug 07, 2023

BUY
N/A
1,075 Added 30.23%
4,631 $0
Q1 2023

May 09, 2023

SELL
N/A
-4,566 Reduced 56.22%
3,556 $0
Q4 2022

Feb 14, 2023

BUY
N/A
8,122 New
8,122 $0
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.