Clearstead Advisors, LLC MORGAN STANLEY DIRECT LENDIN Transaction History

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025
Number of Shares
23,386
Previous 23,386 -0.0%
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
Q1 2025

May 13, 2025
BUY
N/A
6,594 Added 39.27%
23,386 $0
Q4 2024

Feb 10, 2025
BUY
N/A
6,396 Added 61.52%
16,792 $0
Q3 2024

Nov 13, 2024
BUY
N/A
10,396 New
10,396 $0
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