Clearstead Advisors, LLC 2023 ETF SERIES TRUST Transaction History

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025
Number of Shares
118,948
Previous 108,069 10.07%
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
10,879 Added 10.07%
118,948 $0
Q1 2025

May 13, 2025
BUY
N/A
56,997 Added 111.6%
108,069 $0
Q4 2024

Feb 10, 2025
BUY
N/A
3,544 Added 7.46%
51,072 $0
Q3 2024

Nov 13, 2024
BUY
N/A
47,528 New
47,528 $0
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