Clearstead Advisors, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025
Number of Shares
18,968
Previous 18,368 3.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
600 Added 3.27%
18,968 $0
Q1 2025

May 13, 2025
SELL
N/A
-100 Reduced 0.54%
18,368 $0
Q4 2024

Feb 10, 2025
BUY
N/A
3,046 Added 19.75%
18,468 $0
Q3 2024

Nov 13, 2024
BUY
N/A
11,434 Added 286.71%
15,422 $0
Q2 2024

Aug 09, 2024
BUY
N/A
3,988 New
3,988 $0
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