Clearstead Advisors, LLC Closed Holding Positions

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q2 2022 Filed on Aug 12, 2022
1,000
$12.1 - $14.41 $12.1K - $14.4K
EVTC
Evertec, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
59
$33.57 - $41.85 $1.98K - $2.47K
CMBS
Ishares Cmbs ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
330
$46.98 - $49.67 $15.5K - $16.4K
ATRI
Atrion Corp

Healthcare
Q2 2022 Filed on Aug 12, 2022
4
$605.0 - $763.25 $2.42K - $3.05K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
21
$55.67 - $67.98 $1.17K - $1.43K
ABCM
Abcam PLC

Healthcare
Q2 2022 Filed on Aug 12, 2022
141
$12.69 - $19.25 $1.79K - $2.71K
FWONK
Liberty Media Corp

Communication Services
Q2 2022 Filed on Aug 12, 2022
269
$55.59 - $70.08 $15K - $18.9K
LILM
Lilium N.V.

Industrials
Q2 2022 Filed on Aug 12, 2022
117
$2.28 - $5.14 $267 - $601
MNTV
Momentive Global Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
127
$8.8 - $18.34 $1.12K - $2.33K
NEWR
New Relic, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
2,763
$42.48 - $74.05 $117K - $205K
CSAN
Cosan S.A.

Energy
Q2 2022 Filed on Aug 12, 2022
628
$13.6 - $20.46 $8.54K - $12.8K
GSHD
Goosehead Insurance, Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
6
$39.49 - $79.45 $237 - $477
GHYB
Gs ETF Tr Access High Yield CO

ETFs
Q2 2022 Filed on Aug 12, 2022
103
$41.56 - $47.19 $4.28K - $4.86K
EVOP
Evo Payments, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
123
$21.62 - $24.25 $2.66K - $2.98K
ETF Managers Tr
Q2 2022 Filed on Aug 12, 2022
25
N/A
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q2 2022 Filed on Aug 12, 2022
12
$41.6 - $49.41 $499 - $593
GNSS
Genasys Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
5,000
$2.5 - $3.99 $12.5K - $20K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
121
$27.93 - $34.74 $3.38K - $4.2K
COUP
Coupa Software Inc

Technology
Q2 2022 Filed on Aug 12, 2022
20
$50.91 - $108.6 $1.02K - $2.17K
IAA
Iaa, Inc.

Industrials
Q2 2022 Filed on Aug 12, 2022
81
$32.73 - $39.23 $2.65K - $3.18K
RMAX
Re/Max Holdings, Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
2,600
$21.9 - $27.39 $56.9K - $71.2K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q2 2022 Filed on Aug 12, 2022
21
$45.61 - $60.86 $958 - $1.28K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2022 Filed on Aug 12, 2022
48
$43.6 - $47.89 $2.09K - $2.3K
THW
Tekla World Healthcare Fund

Financial Services
Q2 2022 Filed on Aug 12, 2022
950
$14.0 - $16.39 $13.3K - $15.6K
JOBY
Joby Aviation, Inc.

Industrials
Q2 2022 Filed on Aug 12, 2022
211
$4.16 - $6.47 $878 - $1.37K
WNS
Wns (Holdings) LTD

Technology
Q2 2022 Filed on Aug 12, 2022
45
$68.48 - $88.53 $3.08K - $3.98K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
Q2 2022 Filed on Aug 12, 2022
2,429
$17.18 - $18.98 $41.7K - $46.1K
ONL
Orion Office Reit Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
11
$10.96 - $14.31 $121 - $157
UTZ
Utz Brands, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
133
$12.34 - $15.48 $1.64K - $2.06K
IIVI
Ii Vi Inc

Technology
Q2 2022 Filed on Aug 12, 2022
4,238
$50.95 - $71.88 $216K - $305K
SIEN
Sientra, Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
1,325
$0.84 - $2.3 $1.11K - $3.05K
Mimecast LTD
Q2 2022 Filed on Aug 12, 2022
15
N/A
BARK
Bark, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
1,115
$1.28 - $3.88 $1.43K - $4.33K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q2 2022 Filed on Aug 12, 2022
26
$38.15 - $46.44 $992 - $1.21K
SFL
Sfl Corp Ltd.

Industrials
Q2 2022 Filed on Aug 12, 2022
500
$9.02 - $11.49 $4.51K - $5.75K
SLG
Sl Green Realty Corp

Real Estate
Q2 2022 Filed on Aug 12, 2022
1,335
$46.15 - $81.2 $61.6K - $108K
ARVL
Arrival

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
80
$1.31 - $3.92 $105 - $314
IPO
Renaissance Cap Greenwich Fds

ETFs
Q2 2022 Filed on Aug 12, 2022
20
$27.18 - $46.09 $544 - $922
MBSD
Flexshares Tr Disciplined Dura

ETFs
Q1 2022 Filed on May 04, 2022
963
$21.87 - $23.12 $21.1K - $22.3K
ABMD
Abiomed Inc

Healthcare
Q1 2022 Filed on May 04, 2022
5
$277.25 - $366.29 $1.39K - $1.83K
AYTU
Aytu Biopharma, Inc

Healthcare
Q1 2022 Filed on May 04, 2022
1,421
$1.08 - $1.55 $1.53K - $2.2K
Royal Dutch Shell PLC
Q1 2022 Filed on May 04, 2022
22
N/A
Energizer Hldgs Inc New
Q1 2022 Filed on May 04, 2022
200
N/A
TWOU
2 U, Inc.

Consumer Defensive
Q1 2022 Filed on May 04, 2022
1,196
$9.03 - $20.93 $10.8K - $25K
Xilinx Inc
Q1 2022 Filed on May 04, 2022
78
N/A
DOOR
Masonite International Corp

Industrials
Q1 2022 Filed on May 04, 2022
159
$88.61 - $117.84 $14.1K - $18.7K
AMSC
American Superconductor Corp

Industrials
Q1 2022 Filed on May 04, 2022
6,500
$7.37 - $11.02 $47.9K - $71.6K
BST
Black Rock Science & Technology Trust

Financial Services
Q1 2022 Filed on May 04, 2022
250
$39.84 - $50.99 $9.96K - $12.7K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 04, 2022
13,458
$44.64 - $55.71 $601K - $750K
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