Clearstead Advisors, LLC Global X Fds Global X S&P 500 Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Global X Fds Global X S&P 500 stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,952 shares of CATH stock, worth $158,463. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,952
Previous 1,952 -0.0%
Holding current value
$158,463
Previous $147,000 7.48%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$59.85 - $75.45 $25,376 - $31,990
424 Added 27.75%
1,952 $147,000
Q4 2024

Feb 10, 2025
BUY
$68.5 - $73.81 $7,535 - $8,119
110 Added 7.76%
1,528 $108,000
Q3 2024

Nov 13, 2024
BUY
$62.26 - $69.39 $14,755 - $16,445
237 Added 20.07%
1,418 $98,000
Q2 2024

Aug 09, 2024
BUY
$60.01 - $66.14 $70,871 - $78,111
1,181 New
1,181 $77,000

About GLOBAL X FDS GLOBAL X S&P 500

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  • Ticker CATH
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