Clearstead Advisors, LLC Ishares Tr Global Utils ETF Transaction History
Clearstead Advisors, LLC
- $6.94 Billion
- Q2 2025
A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Global Utils ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 18,664 shares of JXI stock, worth $1.42 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,664
Previous 8,100
130.42%
Holding current value
$1.42 Million
Previous $559,000
146.15%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding JXI
# of Institutions
64Shares Held
726KCall Options Held
0Put Options Held
0-
Cambria Investment Management, L.P.119KShares$9.06 Million0.63% of portfolio
-
Morgan Stanley New York, NY93.7KShares$7.13 Million0.0% of portfolio
-
Kestra Advisory Services, LLC57.8KShares$4.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4KShares$3.15 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN32KShares$2.43 Million0.0% of portfolio