Clearstead Advisors, LLC OAKTREE SPECIALTY LENDING CO Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Number of Shares
26,914
Previous 41,287 34.81%
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
Q4 2024

Feb 10, 2025
SELL
N/A
-14,373 Reduced 34.81%
26,914 $0
Q3 2024

Nov 13, 2024
SELL
N/A
-8,700 Reduced 17.4%
41,287 $0
Q2 2024

Aug 09, 2024
BUY
N/A
49,987 New
49,987 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email