Clearstead Advisors, LLC Closed Holding Positions

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IDU
Ishares Tr U S Utils ETF

ETFs
Q3 2024 Filed on Nov 13, 2024
173
$87.2 - $102.21 $15.1K - $17.7K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q2 2023 Filed on Aug 07, 2023
153
$37.31 - $39.69 $5.71K - $6.07K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
2,200
$11.82 - $14.8 $26K - $32.6K
MRC
Mrc Global Inc.

Energy
Q2 2022 Filed on Aug 12, 2022
655
$8.94 - $13.09 $5.86K - $8.57K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q2 2022 Filed on Aug 12, 2022
1,550
$14.72 - $16.93 $22.8K - $26.2K
OSK
Oshkosh Corp

Industrials
Q2 2022 Filed on Aug 12, 2022
80
$80.59 - $101.47 $6.45K - $8.12K
PRMW
Primo Water Corp

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
5,000
$12.62 - $14.98 $63.1K - $74.9K
GII
Spdr S&P Global Infrasture ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
9
$51.91 - $59.39 $467 - $535
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
Q2 2022 Filed on Aug 12, 2022
1,687
$35.14 - $44.39 $59.3K - $74.9K
UNVR
Univar Solutions Inc.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
115
$24.67 - $32.35 $2.84K - $3.72K
Hive Blockchain Technlgies L
Q2 2022 Filed on Aug 12, 2022
1,930
N/A
CYBN
Cybin Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
3,951
$0.41 - $0.88 $1.62K - $3.48K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q2 2022 Filed on Aug 12, 2022
130
$42.58 - $55.5 $5.54K - $7.22K
HPP
Hudson Pacific Properties, Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
480
$14.84 - $28.0 $7.12K - $13.4K
HA
Hawaiian Holdings Inc

Industrials
Q2 2022 Filed on Aug 12, 2022
550
$12.9 - $20.79 $7.1K - $11.4K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q2 2022 Filed on Aug 12, 2022
10
$32.08 - $40.47 $321 - $405
AFIIQ
Armstrong Flooring, Inc.
Q2 2022 Filed on Aug 12, 2022
100,000
$0.14 - $1.9 $14K - $190K
URA
Global X Uranium ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
2,636
$18.25 - $28.34 $48.1K - $74.7K
DRIV
Global X Fds Global X Autonomo

ETFs
Q2 2022 Filed on Aug 12, 2022
17
$21.47 - $28.3 $365 - $481
Cerner Corp
Q2 2022 Filed on Aug 12, 2022
1,443
N/A
Colfax Corp
Q2 2022 Filed on Aug 12, 2022
980
N/A
BKCH
Global X Fds Global X Blockcha

ETFs
Q2 2022 Filed on Aug 12, 2022
23
$5.05 - $17.89 $116 - $411
BATT
Amplify Lithium & Battery Tech

ETFs
Q2 2022 Filed on Aug 12, 2022
29
$13.24 - $18.0 $384 - $522
FOCS
Focus Financial Partners Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
245
$31.44 - $46.02 $7.7K - $11.3K
AMBA
Ambarella Inc

Technology
Q2 2022 Filed on Aug 12, 2022
145
$65.46 - $105.5 $9.49K - $15.3K
CYRX
Cryoport, Inc.

Industrials
Q2 2022 Filed on Aug 12, 2022
16
$20.38 - $36.24 $326 - $580
GOEV
Canoo Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
1,030
$1.85 - $6.19 $1.91K - $6.38K
Datto Hldg Corp
Q2 2022 Filed on Aug 12, 2022
1,000
N/A
Mgm Growth Pptys LLC
Q2 2022 Filed on Aug 12, 2022
1,482
N/A
Renewable Energy Group Inc
Q2 2022 Filed on Aug 12, 2022
1,616
N/A
SFL
Sfl Corp Ltd.

Industrials
Q2 2022 Filed on Aug 12, 2022
500
$9.02 - $11.49 $4.51K - $5.75K
GOGL
Golden Ocean Group LTD

Industrials
Q2 2022 Filed on Aug 12, 2022
527
$11.31 - $16.06 $5.96K - $8.46K
Anaplan Inc
Q2 2022 Filed on Aug 12, 2022
210
N/A
Brookline Cap Acquisition CO
Q2 2022 Filed on Aug 12, 2022
100
N/A
Draftkings Inc
Q2 2022 Filed on Aug 12, 2022
3,069
N/A
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
Q2 2022 Filed on Aug 12, 2022
830
$18.61 - $25.84 $15.4K - $21.4K
GAN
Gan LTD

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
308
$2.96 - $4.95 $912 - $1.52K
CLVT
Clarivate PLC

Technology
Q2 2022 Filed on Aug 12, 2022
1,477
$12.8 - $17.19 $18.9K - $25.4K
CMPS
Compass Pathways PLC

Healthcare
Q2 2022 Filed on Aug 12, 2022
15
$6.76 - $14.18 $101 - $213
CSTL
Castle Biosciences Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
22
$16.0 - $45.99 $352 - $1.01K
BARK
Bark, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
1,115
$1.28 - $3.88 $1.43K - $4.33K
American National Group Inc
Q2 2022 Filed on Aug 12, 2022
38
N/A
PTRA
Proterra Inc

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
477
$4.46 - $7.79 $2.13K - $3.72K
LESL
Leslie'S, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
583
$14.34 - $21.4 $8.36K - $12.5K
GME
Game Stop Corp.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
159
$20.33 - $42.68 $3.23K - $6.79K
RDFN
Redfin Corp

Real Estate
Q2 2022 Filed on Aug 12, 2022
25
$7.24 - $18.16 $181 - $454
RCI
Rogers Communications Inc

Communication Services
Q2 2022 Filed on Aug 12, 2022
1,659
$44.78 - $60.89 $74.3K - $101K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q2 2022 Filed on Aug 12, 2022
79
$31.38 - $37.78 $2.48K - $2.98K
SAIC
Science Applications International Corp

Technology
Q2 2022 Filed on Aug 12, 2022
6
$80.48 - $94.75 $483 - $569
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