Clearstead Advisors, LLC Ishares Tr Msci Acwi Low Carbo Transaction History
Clearstead Advisors, LLC
- $5.78 Billion
- Q2 2024
A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,648 shares of CRBN stock, worth $322,958. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,648
Previous 2,176
24.26%
Holding current value
$322,958
Previous $390,000
22.56%
% of portfolio
0.01%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding CRBN
# of Institutions
123Shares Held
2.49MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.27MShares$248 Million0.6% of portfolio
-
Morgan Stanley New York, NY206KShares$40.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC123KShares$24.2 Million0.0% of portfolio
-
Investure, LLC Charlottesville, VA101KShares$19.7 Million2.25% of portfolio
-
Aspiriant, LLC99.8KShares$19.6 Million0.75% of portfolio