Clearstead Advisors, LLC Options Holdings

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 2,038
  • Current Value $6.31 Billion
  • Prior Value $5.78 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 125 stocks
  • Additional Purchases 690 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 495 stocks
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