Clearstead Advisors, LLC Ishares Global Industrials ETF Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Global Industrials ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 200 shares of EXI stock, worth $29,338. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 5,022 96.02%
Holding current value
$29,338
Previous $747,000 96.25%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$141.14 - $152.06 $680,577 - $733,233
-4,822 Reduced 96.02%
200 $28,000
Q3 2024

Nov 13, 2024
BUY
$131.6 - $149.88 $634,575 - $722,721
4,822 Added 2411.0%
5,022 $747,000
Q4 2022

Feb 14, 2023
BUY
$91.26 - $111.01 $18,252 - $22,202
200 New
200 $21,000

Others Institutions Holding EXI

# of Institutions
107
Shares Held
5.14M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES GLOBAL INDUSTRIALS ETF

EXI Quotes by TradingView
  • Ticker EXI
  • Sector ETFs
  • Industry ETFs
More about EXI
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