Number of Shares
14,033
Previous 13,539 3.65%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
N/A
494 Added 3.65%
14,033 $0
Q2 2024

Aug 09, 2024

BUY
N/A
11,630 Added 609.22%
13,539 $0
Q1 2024

May 14, 2024

SELL
N/A
-17 Reduced 0.88%
1,909 $0
Q4 2023

Feb 12, 2024

SELL
N/A
-733 Reduced 27.57%
1,926 $0
Q3 2023

Nov 07, 2023

BUY
N/A
49 Added 1.88%
2,659 $0
Q2 2023

Aug 07, 2023

BUY
N/A
2,610 New
2,610 $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.