Clearstead Advisors, LLC Global X Fds Cybersecurity ETF Transaction History

Clearstead Advisors, LLC

$6.44 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$28.84 - $33.28 $14,420 - $16,640	-500 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$25.32 - $29.45 $12,660 - $14,725	500 New	500 $14,000

Others Institutions Holding BUG

# of Institutions

188

Shares Held

9.33M

Call Options Held

30.5K

Put Options Held

25.5K

Moss Adams Wealth Advisors LLC Seattle, WA

1.36M
Shares

$48.6 Million
4.61% of portfolio
Morgan Stanley New York, NY

848K
Shares

$30.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

560K
Shares

$20.1 Million
0.01% of portfolio
Edmond De Rothschild Holding S.A. Chambesy, V8

378K
Shares

$13.5 Million
0.21% of portfolio
Bank Of America Corp Charlotte, NC

352K
Shares

$12.6 Million
0.0% of portfolio

About GLOBAL X FDS CYBERSECURITY ETF

Ticker BUG
Sector ETFs
Industry ETFs

Track This Portfolio

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.