Clearstead Advisors, LLC PIMCO ETF TR Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Number of Shares
242,856
Previous 235,013 3.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
N/A
7,843 Added 3.34%
242,856 $0
Q2 2025

Aug 08, 2025
BUY
N/A
15,563 Added 7.09%
235,013 $0
Q1 2025

May 13, 2025
BUY
N/A
123,299 Added 128.23%
219,450 $0
Q4 2024

Feb 10, 2025
BUY
N/A
96,151 New
96,151 $0
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