Clearstead Advisors, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025
Number of Shares
5,204
Previous 7,365 29.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
SELL
N/A
-2,161 Reduced 29.34%
5,204 $0
Q1 2025

May 13, 2025
BUY
N/A
7,365 New
7,365 $0
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