Clearstead Advisors, LLC Closed Holding Positions

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Anadarko Pete Corp
Q3 2019 Filed on Nov 12, 2019
4,800
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 08, 2019
22,115
N/A
Senior Hsg Pptys Tr
Q2 2019 Filed on Aug 08, 2019
25,894
N/A
Express Scripts Hldg CO
Q4 2018 Filed on Feb 11, 2019
4,001
N/A
Praxair Inc
Q4 2018 Filed on Feb 11, 2019
1,371
N/A
Forest City Rlty Tr Inc
Q4 2018 Filed on Feb 11, 2019
1,786,763
N/A
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q4 2018 Filed on Feb 11, 2019
4,360
N/A
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
29,100
$11.53 - $13.42 $336K - $391K
Xpresspa Group Inc
Q4 2018 Filed on Feb 11, 2019
652,430
N/A
Aetna Inc New
Q4 2018 Filed on Feb 11, 2019
1,941
N/A
Sun Hydraulics Corp
Q4 2018 Filed on Feb 11, 2019
3,750
N/A
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q3 2018 Filed on Nov 13, 2018
9,465
N/A
Bofi Hldg Inc
Q3 2018 Filed on Nov 13, 2018
5,520
N/A
ATMP
Barclays Bank PLC

ETFs
Q2 2018 Filed on Aug 07, 2018
12,247
$18.04 - $20.74 $221K - $254K
Vereit Inc
Q2 2018 Filed on Aug 07, 2018
13,430
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 07, 2018
15,854
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 07, 2018
77,149
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 07, 2018
17,754
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 07, 2018
7,000
N/A
Fairmount Santrol Hldgs Inc
Q2 2018 Filed on Aug 07, 2018
14,196,244
N/A
Apache Corp
Q1 2018 Filed on May 14, 2018
5,090
N/A
Monsanto CO New
Q1 2018 Filed on May 14, 2018
3,382
N/A
Owens Ill Inc
Q1 2018 Filed on May 14, 2018
37,523
N/A
Priceline Grp Inc
Q1 2018 Filed on May 14, 2018
147
N/A
BNY
Blackrock New York Municipal Income Trust

Financial Services
Q4 2017 Filed on Feb 09, 2018
62,055
$14.23 - $15.22 $883K - $944K
Cigna Corporation
Q4 2017 Filed on Feb 09, 2018
1,111
N/A
Voya Prime Rate Tr
Q4 2017 Filed on Feb 09, 2018
333,251
N/A
Iconix Brand Group Inc
Q4 2017 Filed on Feb 09, 2018
30,487
N/A
Tcp Cap Corp
Q4 2017 Filed on Feb 09, 2018
13,224
N/A
Pennsylvania Rl Estate Invt
Q4 2017 Filed on Feb 09, 2018
17,633
N/A
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