Number of Shares
41,077
Previous 39,484 4.03%
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
Q2 2025

Aug 08, 2025

BUY
N/A
1,593 Added 4.03%
41,077 $0
Q1 2025

May 13, 2025

BUY
N/A
1,124 Added 2.93%
39,484 $0
Q4 2024

Feb 10, 2025

SELL
N/A
-12,144 Reduced 24.05%
38,360 $0
Q3 2024

Nov 13, 2024

BUY
N/A
50,504 New
50,504 $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.