Clearstead Advisors, LLC First Tr Multi Cap Growth Alph Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,633 shares of FAD stock, worth $238,924. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,633
Previous 2,008
18.68%
Holding current value
$238,924
Previous $247,000
11.74%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FAD
# of Institutions
73Shares Held
1.05MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY100KShares$14.7 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL83.1KShares$12.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC82.9KShares$12.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.8KShares$12 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC64KShares$9.36 Million0.01% of portfolio