Number of Shares
2,395
Previous 600 299.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
N/A
1,795 Added 299.17%
2,395 $0
Q2 2024

Aug 09, 2024

SELL
N/A
-125 Reduced 17.24%
600 $0
Q1 2024

May 14, 2024

BUY
N/A
725 New
725 $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.