A detailed history of Clearstead Advisors, LLC transactions in Workiva Inc stock. As of the latest transaction made, Clearstead Advisors, LLC holds 50 shares of WK stock, worth $4,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 4 1150.0%
Holding current value
$4,551
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$63.83 - $86.08 $2,936 - $3,959
46 Added 1150.0%
50 $4,000
Q2 2025

Aug 08, 2025

BUY
$61.91 - $77.12 $247 - $308
4 New
4 $0
Q2 2024

Aug 09, 2024

BUY
$70.22 - $85.49 $4,142 - $5,043
59 New
59 $4,000
Q2 2022

Aug 12, 2022

SELL
$62.01 - $122.35 $3,720 - $7,341
-60 Closed
0 $0
Q1 2022

May 04, 2022

BUY
$93.64 - $128.13 $5,618 - $7,687
60 New
60 $7,000

Others Institutions Holding WK

About WORKIVA INC


  • Ticker WK
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,456,200
  • Market Cap $4.41B
  • Description
  • Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company offers Workiva platform that offers controlled collaboration, data linking, data integrations, granular permissions, process management, and full audit trail services; and provides tools that enables customers t...
More about WK
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